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Disclosery

Foundation Wealth Management, LLC\PA: DISV position timeline

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

Foundation Wealth Management, LLC\PA held 156,627 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,627 shares
    Change vs previous 13F +12,455 shares

    1.9% of the 13F portfolio, value $6,285,425.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 144,172 shares
    Change vs previous 13F +4,715 shares

    2.01% of the 13F portfolio, value $5,686,136.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 139,457 shares
    Change vs previous 13F +25,062 shares

    1.92% of the 13F portfolio, value $5,299,363.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 114,395 shares
    Change vs previous 13F +14,970 shares

    1.58% of the 13F portfolio, value $4,082,743.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 99,425 shares
    Change vs previous 13F +17,720 shares

    1.42% of the 13F portfolio, value $3,272,086.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 81,705 shares
    Change vs previous 13F +6,632 shares

    1.13% of the 13F portfolio, value $2,379,239.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 75,073 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,994,693.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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