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Disclosery

FIDUCIARY FINANCIAL ADVISORS: DISV position timeline

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

FIDUCIARY FINANCIAL ADVISORS held 221,672 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,672 shares
    Change vs previous 13F +148,109 shares

    0.9% of the 13F portfolio, value $8,895,029.

    13F-HR 0001420506-26-001640 filed by FIDUCIARY FINANCIAL ADVISORS
    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 73,563 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,901,170.

    13F-HR 0001420506-26-000829 filed by FIDUCIARY FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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