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Disclosery

BWM Planning, LLC: DISV position timeline

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

BWM Planning, LLC held 142,532 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 142,532 shares
    Change vs previous 13F +2,100 shares

    1.33% of the 13F portfolio, value $5,719,813.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 140,432 shares
    Change vs previous 13F -10,125 shares

    1.46% of the 13F portfolio, value $5,538,619.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 150,557 shares
    Change vs previous 13F +121 shares

    1.53% of the 13F portfolio, value $5,721,164.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 150,436 shares
    Change vs previous 13F +4,858 shares

    1.6% of the 13F portfolio, value $5,369,071.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 145,578 shares
    Change vs previous 13F +2,640 shares

    1.65% of the 13F portfolio, value $4,790,970.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 142,938 shares
    Change vs previous 13F -4,583 shares

    1.76% of the 13F portfolio, value $4,162,358.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 147,521 shares
    Change vs previous 13F -4,727 shares

    1.71% of the 13F portfolio, value $3,919,629.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 152,248 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $4,424,319.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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