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Disclosery

Hassell Wealth Management, LLC: DISV position timeline

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

Hassell Wealth Management, LLC held 276,356 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 276,356 shares
    Change vs previous 13F +4,159 shares

    3.44% of the 13F portfolio, value $11,214,512.

    13F-HR 0001965270-26-000008 filed by Hassell Wealth Management, 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 272,197 shares
    Change vs previous 13F -3,645 shares

    3.6% of the 13F portfolio, value $10,735,446.

    13F-HR 0001965270-26-000004 filed by Hassell Wealth Management, 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 275,842 shares
    Change vs previous 13F -13,253 shares

    3.65% of the 13F portfolio, value $10,909,564.

    13F-HR 0001965270-26-000002 filed by Hassell Wealth Management, 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 289,095 shares
    Change vs previous 13F +625 shares

    3.58% of the 13F portfolio, value $10,317,786.

    13F-HR 0001965270-25-000008 filed by Hassell Wealth Management, 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 288,470 shares
    Change vs previous 13F +3,628 shares

    3.61% of the 13F portfolio, value $9,868,544.

    13F-HR 0001085146-25-004163 filed by Hassell Wealth Management, 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 284,842 shares
    Change vs previous 13F +9,498 shares

    3.48% of the 13F portfolio, value $8,160,731.

    13F-HR 0001085146-25-002126 filed by Hassell Wealth Management, 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 275,344 shares
    Change vs previous 13F +2,527 shares

    3.03% of the 13F portfolio, value $7,527,898.

    13F-HR 0001085146-25-000652 filed by Hassell Wealth Management, 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 272,817 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $7,480,644.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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