Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: DISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on DISV, newest first. How the timeline and the estimate are built.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 23,240 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 23,240 sharesChange vs previous 13F +4,370 shares
0.01% of the 13F portfolio, value $932,622.
13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,870 sharesChange vs previous 13F +7,065 shares
0.01% of the 13F portfolio, value $744,233.
13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,805 sharesChange vs previous 13F +1,464 shares
0.01% of the 13F portfolio, value $448,590.
13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,341 sharesChange vs previous 13F -41 shares
0.01% of the 13F portfolio, value $369,071.
13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,382 sharesChange vs previous 13F +2,297 shares
0.01% of the 13F portfolio, value $341,672.
13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,085 sharesChange vs previous 13F +17 shares
0.01% of the 13F portfolio, value $235,436.
13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,068 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $214,367.
13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).