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Aerodigm Wealth, LLC: DISV position timeline

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

Aerodigm Wealth, LLC held 197,819 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,819 shares
    Change vs previous 13F -1,289 shares

    2.69% of the 13F portfolio, value $7,938,476.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 199,108 shares
    Change vs previous 13F -217 shares

    2.96% of the 13F portfolio, value $7,852,820.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, 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/A 199,325 shares
    Change vs previous 13F -9,266 shares

    2.92% of the 13F portfolio, value $7,574,350.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 208,591 shares
    Change vs previous 13F -6,086 shares

    3.14% of the 13F portfolio, value $7,465,472.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, 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 214,677 shares
    Change vs previous 13F +120,572 shares

    3.39% of the 13F portfolio, value $7,065,020.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, 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 94,105 shares
    Change vs previous 13F -2,736 shares

    1.53% of the 13F portfolio, value $2,740,338.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, 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 96,841 shares
    Change vs previous 13F +817 shares

    1.54% of the 13F portfolio, value $2,573,065.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, 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 96,024 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,790,457.

    13F-HR 0001725547-24-006349 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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