Filing Research | DLTH - DULUTH HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

7 / 7 loaded

#		Instrument	quantity
1	YARGER WEALTH STRATEGIES, LLC	Shares	75.0KSH	$302.1K
2	Taylor & Morgan Wealth Management, LLC	Shares	43.0KSH	$192.6K
3	Composition Wealth, LLC	Shares	26.7KSH	$119.5K
4	Financial Management Professionals, Inc.	Shares	3.4KSH	$15.5K
5	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	800SH	$3.6K
6	Princeton Global Asset Management LLC	Shares	500SH	$2.2K
7	SBI Securities Co., Ltd.	Shares	5SH	$22

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	YARGER WEALTH STRATEGIES, LLC added	Shares	+42.6K	+$199.7K	$302.1K
2	Composition Wealth, LLC new	Shares	+26.7K	+$119.5K	$119.5K
3	Taylor & Morgan Wealth Management, LLC trimmed	Shares	-7.0K	+$34.6K	$192.6K
4	Financial Management Professionals, Inc. new	Shares	+3.4K	+$15.5K	$15.5K
5	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$1.1K	$3.6K
6	SBI Securities Co., Ltd. unchanged	Shares	0	+$6	$22
7	Fruth Investment Management exited	Shares	-12.2K	-$38	$0
8	Princeton Global Asset Management LLC trimmed	Shares	-1.4K	-$3.8K	$2.2K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-11.4K	-$35.1K	$0
10	BRAVE ASSET MANAGEMENT INC exited	Shares	-14.0K	-$44.2K	$0

Filing Research | DLTH - DULUTH HLDGS INC Institutional Holdings