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Dunham FDS
Q3 2021 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q3 2021
Q2 2021
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
CSM Advisors, LLC
NEW
Shares
63,593
Change
+63,593
Value
$1.5K
Filed 2026-05-15
True Link Financial Advisors, LLC
CLOSED
Shares
0
from 32
Change
-32
(-100%)
Value
$0
(-$1)
Filed 2026-04-29
Institution
Status
Q1 2026 ↓
Q3 2021
Change
% Change
Q3 2021 Value
Q1 2026 Value
Value Change
Filed
CSM Advisors, LLC
NEW
63,593
—
+63,593
—
—
$1.5K
—
2026-05-15
True Link Financial Advisors, LLC
CLOSED
0
32
-32
-100%
$1
$0
-$1
2026-04-29
Showing 2 of 2 institutions