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DiNuzzo Private Wealth, Inc.: DISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DiNuzzo Private Wealth, Inc. on DISV, newest first. How the timeline and the estimate are built.

DiNuzzo Private Wealth, Inc. held 641,920 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 641,920 shares
    Change vs previous 13F -4,808 shares

    2.55% of the 13F portfolio, value $25,760,264.

    13F-HR 0001994563-26-000003 filed by DiNuzzo Private Wealth, Inc.
    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 646,728 shares
    Change vs previous 13F -13,511 shares

    2.75% of the 13F portfolio, value $25,506,949.

    13F-HR 0001994563-26-000002 filed by DiNuzzo Private Wealth, Inc.
    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 660,239 shares
    Change vs previous 13F -69,379 shares

    2.73% of the 13F portfolio, value $25,089,097.

    13F-HR 0001994563-26-000001 filed by DiNuzzo Private Wealth, Inc.
    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 729,618 shares
    Change vs previous 13F -18,027 shares

    2.87% of the 13F portfolio, value $25,339,633.

    13F-HR 0001994563-25-000007 filed by DiNuzzo Private Wealth, Inc.
    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 747,645 shares
    Change vs previous 13F -12,785 shares

    2.92% of the 13F portfolio, value $24,604,997.

    13F-HR 0001994563-25-000005 filed by DiNuzzo Private Wealth, Inc.
    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 760,430 shares
    Change vs previous 13F -6,590 shares

    2.79% of the 13F portfolio, value $22,143,708.

    13F-HR 0001994563-25-000003 filed by DiNuzzo Private Wealth, Inc.
    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 767,020 shares
    Change vs previous 13F +13,268 shares

    2.58% of the 13F portfolio, value $20,379,729.

    13F-HR 0001994563-25-000002 filed by DiNuzzo Private Wealth, Inc.
    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 753,752 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $21,904,025.

    13F-HR 0001994563-24-000008 filed by DiNuzzo Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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