Harel Insurance Investments & Financial Services Ltd. DLO — DLOCAL LTD

Ownership history in Harel Insurance Investments & Financial Services Ltd.  ·  4 quarters on record

AI Ownership Summary

Harel Insurance Investments & Financial Services Ltd. reported DLOCAL LTD (DLO) in 4 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows DLO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harel Insurance Investments & Financial Services Ltd.'s position in DLOCAL LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DLO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Harel Insurance Investments & Financial Services Ltd. held DLO — position size vs. price
% of Fund (quarterly)    DLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 295,000 +292,756 +13046.2% 0.02% $4K 2026-07-29 $14.59
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DLO

As of 2026 Q3 — sorted by position size

Byrne Asset Management LLC 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Harel Insurance Investments & Financial Services Ltd. and DLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harel Insurance Investments & Financial Services Ltd. reported owning DLO?

Harel Insurance Investments & Financial Services Ltd. reported DLO across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported DLO position in Harel Insurance Investments & Financial Services Ltd.'s portfolio?

The largest reported portfolio weight for DLO was 0.02% in 2026 Q2.

What is the latest reported DLO position on this page?

The most recent filing on this page is 2026 Q2, when Harel Insurance Investments & Financial Services Ltd. reported 295,000 shares, equal to 0.02% of portfolio, with an estimated market value of $4K.

What does the chart on this DLO ownership page compare?

The chart compares Harel Insurance Investments & Financial Services Ltd.'s quarterly DLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Harel Insurance Investments & Financial Services Ltd. time their DLO position?

Based on 13F filing dates vs. subsequent DLO price moves, Harel Insurance Investments & Financial Services Ltd. correctly timed 2 out of 3 reported position changes (67%).

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