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Baker Ellis Asset Management LLC: DISV position timeline

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

Baker Ellis Asset Management LLC held 539,546 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 539,546 shares
    Change vs previous 13F -797 shares

    2.25% of the 13F portfolio, value $21,651,998.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset Management 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 540,343 shares
    Change vs previous 13F +15,196 shares

    2.53% of the 13F portfolio, value $21,311,115.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset Management 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 525,147 shares
    Change vs previous 13F +24,177 shares

    2.4% of the 13F portfolio, value $19,955,585.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset Management 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 500,970 shares
    Change vs previous 13F +30,615 shares

    2.2% of the 13F portfolio, value $17,879,625.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset Management 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 470,355 shares
    Change vs previous 13F +49,219 shares

    2.12% of the 13F portfolio, value $15,479,399.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset Management 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 421,136 shares
    Change vs previous 13F +54,450 shares

    1.77% of the 13F portfolio, value $12,263,474.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset Management 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 366,686 shares
    Change vs previous 13F +25,823 shares

    1.43% of the 13F portfolio, value $9,742,844.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management 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 340,863 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $9,905,479.

    13F-HR 0001941040-24-000433 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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