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EQ WEALTH ADVISORS, LLC: DISV position timeline

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

EQ WEALTH ADVISORS, LLC held 192,541 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,541 shares
    Change vs previous 13F -8,031 shares

    4.25% of the 13F portfolio, value $7,726,672.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 200,572 shares
    Change vs previous 13F -1,934 shares

    4.62% of the 13F portfolio, value $7,910,544.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH ADVISORS, 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 202,506 shares
    Change vs previous 13F -10,986 shares

    4.54% of the 13F portfolio, value $7,695,227.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH ADVISORS, 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 213,492 shares
    Change vs previous 13F +13,547 shares

    5.01% of the 13F portfolio, value $7,619,514.

    13F-HR 0002047572-25-000002 filed by EQ WEALTH ADVISORS, 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 199,945 shares
    Change vs previous 13F +35,860 shares

    4.48% of the 13F portfolio, value $6,580,185.

    13F-HR 0001986152-25-000049 filed by EQ WEALTH ADVISORS, 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 164,085 shares
    Change vs previous 13F +34,016 shares

    3.81% of the 13F portfolio, value $4,778,146.

    13F-HR 0001986152-25-000029 filed by EQ WEALTH ADVISORS, 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 130,069 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $3,455,931.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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