Annapolis Financial Services, LLC: DISV position timeline

Annapolis Financial Services, LLC held 0 DISV shares at 2024-06-30 per its 13F-HR filed 2024-07-17.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -3,654 shares

   13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-03-31

   13F 3,654 shares

   Change vs previous 13F -41,786 shares

   0.03% of the 13F portfolio, value $99,353.

   13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
   Filed 2024-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 45,440 shares

   Change vs previous 13F +9,405 shares

   0.29% of the 13F portfolio, value $1,171,671.

   13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 36,035 shares

   Change vs previous 13F +9,579 shares

   0.25% of the 13F portfolio, value $856,913.

   13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 26,456 shares

   Change vs previous 13F +5,845 shares

   0.18% of the 13F portfolio, value $625,685.

   13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 20,611 shares

   Change vs previous 13F +6,583 shares

   0.15% of the 13F portfolio, value $490,645.

   13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
   Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 14,028 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $311,562.

   13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
   Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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