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Disclosery

Gradient Capital Advisors, LLC: DISV position timeline

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

Gradient Capital Advisors, LLC held 91,739 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,739 shares
    Change vs previous 13F +444 shares

    0.85% of the 13F portfolio, value $3,681,486.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 91,295 shares
    Change vs previous 13F -4,284 shares

    0.93% of the 13F portfolio, value $3,600,675.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 95,579 shares
    Change vs previous 13F +2,070 shares

    0.94% of the 13F portfolio, value $3,632,002.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 93,509 shares
    Change vs previous 13F +267 shares

    0.89% of the 13F portfolio, value $3,337,336.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 93,242 shares
    Change vs previous 13F -1,666 shares

    0.91% of the 13F portfolio, value $3,068,594.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 94,908 shares
    Change vs previous 13F +4,930 shares

    0.9% of the 13F portfolio, value $2,763,721.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 89,978 shares
    Change vs previous 13F +6,570 shares

    0.77% of the 13F portfolio, value $2,390,715.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 83,408 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,423,836.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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