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Burk Holdings LLC: DISV position timeline

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

Burk Holdings LLC held 137,883 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,883 shares
    Change vs previous 13F +2,272 shares

    2.05% of the 13F portfolio, value $5,533,239.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 135,611 shares
    Change vs previous 13F +11,865 shares

    2.29% of the 13F portfolio, value $5,348,499.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 123,746 shares
    Change vs previous 13F +12,816 shares

    2.24% of the 13F portfolio, value $4,702,348.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 110,930 shares
    Change vs previous 13F +4,113 shares

    2.11% of the 13F portfolio, value $3,959,092.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 106,817 shares
    Change vs previous 13F +9,172 shares

    2.2% of the 13F portfolio, value $3,515,347.

    13F-HR 0002079815-25-000001 filed by Burk Holdings 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 97,645 shares
    Change vs previous 13F +27,563 shares

    2.15% of the 13F portfolio, value $2,843,422.

    13F-HR 0002079815-25-000002 filed by Burk Holdings 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 70,082 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,862,079.

    13F-HR 0002079815-25-000003 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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