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Factor Wealth Management LTD: DISV position timeline

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

Factor Wealth Management LTD held 40,381 DISV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,381 shares
    Change vs previous 13F +3,946 shares

    0.27% of the 13F portfolio, value $1,748,114.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,435 shares
    Change vs previous 13F +26 shares

    0.22% of the 13F portfolio, value $1,462,136.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,409 shares
    Change vs previous 13F +6,137 shares

    0.27% of the 13F portfolio, value $1,435,989.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,272 shares
    Change vs previous 13F +12,181 shares

    0.25% of the 13F portfolio, value $1,150,329.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,091 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $645,663.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,054 shares
    Change vs previous 13F -850 shares

    0.16% of the 13F portfolio, value $594,142.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,904 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $550,479.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,895 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $502,043.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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