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Golden Bell Financial Planning LLC: DISV position timeline

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

Golden Bell Financial Planning LLC held 95,526 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,526 shares
    Change vs previous 13F +6,822 shares

    2.82% of the 13F portfolio, value $3,833,458.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 88,704 shares
    Change vs previous 13F +3,957 shares

    2.79% of the 13F portfolio, value $3,498,486.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 84,747 shares
    Change vs previous 13F +1,762 shares

    2.68% of the 13F portfolio, value $3,220,386.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 82,985 shares
    Change vs previous 13F +4,480 shares

    2.57% of the 13F portfolio, value $2,961,735.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 78,505 shares
    Change vs previous 13F -903 shares

    2.43% of the 13F portfolio, value $2,583,600.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 79,408 shares
    Change vs previous 13F +4,846 shares

    2.25% of the 13F portfolio, value $2,312,361.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 74,562 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $1,981,112.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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