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Disclosery

Financial Symmetry Inc: DISV position timeline

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

Financial Symmetry Inc held 231,749 DISV shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 231,749 shares
    Change vs previous 13F +163 shares

    3.21% of the 13F portfolio, value $10,050,961.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 231,586 shares
    Change vs previous 13F +1,088 shares

    3.1% of the 13F portfolio, value $9,293,549.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 230,498 shares
    Change vs previous 13F +7,709 shares

    3.38% of the 13F portfolio, value $9,517,253.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    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 222,789 shares
    Change vs previous 13F +5,565 shares

    3.45% of the 13F portfolio, value $8,465,969.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    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 217,224 shares
    Change vs previous 13F +14,550 shares

    3.47% of the 13F portfolio, value $7,739,703.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    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 202,674 shares
    Change vs previous 13F +7,660 shares

    3.44% of the 13F portfolio, value $6,670,017.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    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 195,014 shares
    Change vs previous 13F +16,875 shares

    3.49% of the 13F portfolio, value $5,678,803.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    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 178,139 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $4,729,592.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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