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Disclosery

Generations Wealth, LLC: DISV position timeline

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

Generations Wealth, LLC held 23,217 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,217 shares
    Change vs previous 13F +1,862 shares

    0.88% of the 13F portfolio, value $931,703.

    13F-HR 0002070529-26-000006 filed by Generations Wealth, 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 21,355 shares
    Change vs previous 13F -184 shares

    0.82% of the 13F portfolio, value $842,236.

    13F-HR 0002070529-26-000005 filed by Generations Wealth, 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 21,539 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $818,466.

    13F-HR 0002070529-26-000001 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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