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Disclosery

Avant Financial Advisors LLC: DISV position timeline

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

Avant Financial Advisors LLC held 133,997 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,997 shares
    Change vs previous 13F +1,297 shares

    3.35% of the 13F portfolio, value $5,377,308.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 132,700 shares
    Change vs previous 13F -802 shares

    3.68% of the 13F portfolio, value $5,233,706.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 133,502 shares
    Change vs previous 13F +1,322 shares

    3.65% of the 13F portfolio, value $5,073,093.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 132,180 shares
    Change vs previous 13F -1,382 shares

    3.55% of the 13F portfolio, value $4,717,520.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 133,562 shares
    Change vs previous 13F +483 shares

    3.62% of the 13F portfolio, value $4,395,540.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 133,079 shares
    Change vs previous 13F -82 shares

    3.51% of the 13F portfolio, value $3,875,274.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 133,161 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $3,538,083.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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