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Disclosery

DRAVO BAY LLC: DISV position timeline

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

DRAVO BAY LLC held 285,637 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,637 shares
    Change vs previous 13F +27,157 shares

    3.97% of the 13F portfolio, value $11,462,595.

    13F-HR 0001951757-26-001209 filed by DRAVO BAY 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 258,480 shares
    Change vs previous 13F -16,718 shares

    4.14% of the 13F portfolio, value $10,194,464.

    13F-HR 0001951757-26-000790 filed by DRAVO BAY 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 275,198 shares
    Change vs previous 13F +10,527 shares

    4.35% of the 13F portfolio, value $10,457,528.

    13F-HR 0001951757-26-000312 filed by DRAVO BAY 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 264,671 shares
    Change vs previous 13F +16,009 shares

    4.17% of the 13F portfolio, value $9,446,118.

    13F-HR 0001951757-25-001280 filed by DRAVO BAY 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 248,662 shares
    Change vs previous 13F -6,921 shares

    4.06% of the 13F portfolio, value $8,395,393.

    13F-HR 0001951757-25-001022 filed by DRAVO BAY 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 255,583 shares
    Change vs previous 13F -15,143 shares

    3.95% of the 13F portfolio, value $7,458,603.

    13F-HR 0001951757-25-000498 filed by DRAVO BAY 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 270,726 shares
    Change vs previous 13F +21,963 shares

    3.49% of the 13F portfolio, value $7,193,197.

    13F-HR 0001951757-25-000187 filed by DRAVO BAY 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 248,763 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $7,229,053.

    13F-HR 0001951757-24-001169 filed by DRAVO BAY LLC
    Filed (acceptance time not in the bulk data set), ingested

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