DSG Capital Advisors, LLC

All 13F Filings

Location
Edina, MN
Most recent 13F
Q2 2026
Holdings value ($000)
704,164
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
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
Q2 2026 8/6/2026 118 704,164 13F-HR DSG Capital Advisors, LLC
Q1 2026 4/27/2026 123 625,291 13F-HR DSG Capital Advisors, LLC
Q4 2025 1/27/2026 119 656,492 13F-HR DSG Capital Advisors, LLC
Q3 2025 11/3/2025 123 627,503 13F-HR DSG Capital Advisors, LLC
Q2 2025 7/15/2025 123 562,513 13F-HR DSG Capital Advisors, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 574.2 K 81.5% 81.35 K 0 81.35 K
ETFs 130 K 18.5% 0 2.479 K -2.479 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
704,164
Holdings
118
QoQ value change ($000)
78,873 (12.6%)
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.