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Abacus Wealth Partners, LLC: DISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Wealth Partners, LLC on DISV, newest first. How the timeline and the estimate are built.

Abacus Wealth Partners, LLC held 162,777 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,777 shares
    Change vs previous 13F -97,541 shares

    0.69% of the 13F portfolio, value $6,532,241.

    13F-HR 0001765380-26-000223 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 260,318 shares
    Change vs previous 13F -18,026 shares

    0.94% of the 13F portfolio, value $10,266,925.

    13F-HR 0001765380-26-000123 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 278,344 shares
    Change vs previous 13F -15,367 shares

    1.04% of the 13F portfolio, value $10,577,073.

    13F-HR 0001765380-26-000063 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 293,711 shares
    Change vs previous 13F -62,789 shares

    1.51% of the 13F portfolio, value $10,482,533.

    13F-HR 0001765380-25-000473 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 356,500 shares
    Change vs previous 13F -708,844 shares

    1.79% of the 13F portfolio, value $11,732,403.

    13F-HR 0001765380-25-000249 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,065,344 shares
    Change vs previous 13F +29,462 shares

    4.67% of the 13F portfolio, value $31,022,811.

    13F-HR 0001765380-25-000198 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,035,882 shares
    Change vs previous 13F +178,329 shares

    4.11% of the 13F portfolio, value $27,523,394.

    13F-HR 0001765380-25-000002 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 857,553 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $24,920,484.

    13F-HR 0001765380-24-000386 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).