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Financial Architects, LLC: DISV position timeline

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

Financial Architects, LLC held 247,315 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,315 shares
    Change vs previous 13F +3,425 shares

    4.76% of the 13F portfolio, value $9,924,751.

    13F-HR 0002008540-26-000004 filed by Financial Architects, 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 243,890 shares
    Change vs previous 13F -3,640 shares

    5.07% of the 13F portfolio, value $9,619,022.

    13F-HR 0002008540-26-000002 filed by Financial Architects, 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 247,530 shares
    Change vs previous 13F +4,175 shares

    5.06% of the 13F portfolio, value $9,406,140.

    13F-HR 0002008540-26-000001 filed by Financial Architects, 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 243,355 shares
    Change vs previous 13F +2,880 shares

    4.94% of the 13F portfolio, value $8,685,340.

    13F-HR 0002008540-25-000006 filed by Financial Architects, 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 240,475 shares
    Change vs previous 13F -3,185 shares

    4.81% of the 13F portfolio, value $7,914,032.

    13F-HR 0002008540-25-000005 filed by Financial Architects, 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 243,660 shares
    Change vs previous 13F -7,720 shares

    4.53% of the 13F portfolio, value $7,095,379.

    13F-HR 0002008540-25-000003 filed by Financial Architects, 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 251,380 shares
    Change vs previous 13F +10,385 shares

    4.28% of the 13F portfolio, value $6,679,167.

    13F-HR 0002008540-25-000001 filed by Financial Architects, 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 240,995 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $7,003,315.

    13F-HR 0002008540-24-000006 filed by Financial Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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