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
- period ended2026-06-3013F 162,777 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 260,318 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 278,344 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 293,711 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 356,500 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,065,344 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,035,882 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 857,553 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).