DT Investment Partners, LLC

All 13F Filings

Location
Chadds Ford, PA
Most recent 13F
Q3 2026
Holdings value ($000)
1,370,772
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/27/2026 508 1,370,772 13F-HR DT Investment Partners, LLC
Q2 2026 7/27/2026 512 1,341,216 13F-HR DT Investment Partners, LLC
Q1 2026 5/14/2026 518 1,201,612 13F-HR DT Investment Partners, LLC
Q4 2025 2/10/2026 542 1,207,780 13F-HR DT Investment Partners, LLC
Q3 2025 10/22/2025 536 1,182,020 13F-HR DT Investment Partners, LLC
Q2 2025 7/22/2025 530 1,113,319 13F-HR DT Investment Partners, LLC
Q2 2014 8/4/2014 62 291,740 13F-HR DT Investment Partners, LLC
Q1 2014 5/2/2014 56 252,922 13F-HR DT Investment Partners, LLC
Q4 2013 1/28/2014 61 244,492 13F-HR DT Investment Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 199.7 K 14.6% 5.435 K 0 5.435 K
ETFs 1.171 M 85.4% 24.05 K 0 24.05 K
Debt 72 0.0% 72 0 72
Other 12 0.0% 0 0 0
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Fund Snapshot

Q3 2026
Latest filed
10/27/2026
Total value ($000)
1,370,772
Holdings
508
QoQ value change ($000)
29,556 (2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.