Skip to content
Disclosery

D.B. Root & Company, LLC: ISVL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on ISVL, newest first. How the timeline and the estimate are built.

D.B. Root & Company, LLC held 13,817 ISVL 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 13,817 shares
    Change vs previous 13F -183 shares

    0.15% of the 13F portfolio, value $695,686.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 14,000 shares
    Change vs previous 13F +6,100 shares

    0.16% of the 13F portfolio, value $673,568.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 7,900 shares
    Change vs previous 13F -80 shares

    0.09% of the 13F portfolio, value $375,882.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 7,980 shares
    Change vs previous 13F -180 shares

    0.09% of the 13F portfolio, value $361,095.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 8,160 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $342,899.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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