Skip to content
Disclosery

Grunden Financial Advisory, Inc.: DISV position timeline

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

Grunden Financial Advisory, Inc. held 90,463 DISV shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 90,463 shares
    Change vs previous 13F +2,316 shares

    1.34% of the 13F portfolio, value $3,437,603.

    13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 88,147 shares
    Change vs previous 13F +3,834 shares

    1.28% of the 13F portfolio, value $3,145,951.

    13F-HR 0002010014-25-000004 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 84,313 shares
    Change vs previous 13F +7,581 shares

    1.23% of the 13F portfolio, value $2,774,725.

    13F-HR 0001085146-25-004271 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 76,732 shares
    Change vs previous 13F +1,003 shares

    1.09% of the 13F portfolio, value $2,234,434.

    13F-HR 0001085146-25-002347 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 75,729 shares
    Change vs previous 13F +6,536 shares

    0.97% of the 13F portfolio, value $2,012,129.

    13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 69,193 shares
    Change vs previous 13F +496 shares

    0.99% of the 13F portfolio, value $2,010,755.

    13F-HR 0001085146-24-004718 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 68,697 shares
    Change vs previous 13F +3,474 shares

    0.97% of the 13F portfolio, value $1,848,292.

    13F-HR 0001085146-24-003684 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 65,223 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,773,396.

    13F-HR 0001085146-24-002112 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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