Skip to content
Disclosery

Henrickson Nauta Wealth Advisors, Inc.: DISV position timeline

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

Henrickson Nauta Wealth Advisors, Inc. held 468,855 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,855 shares
    Change vs previous 13F +15,407 shares

    4.58% of the 13F portfolio, value $18,815,157.

    13F-HR 0001951757-26-000941 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 453,448 shares
    Change vs previous 13F -413,718 shares

    5.02% of the 13F portfolio, value $17,883,850.

    13F-HR 0001951757-26-000623 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 867,166 shares
    Change vs previous 13F +495,105 shares

    4.95% of the 13F portfolio, value $33,524,644.

    13F-HR 0001951757-26-000021 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 372,061 shares
    Change vs previous 13F +28,282 shares

    4.2% of the 13F portfolio, value $13,278,857.

    13F-HR 0001951757-25-001164 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 343,779 shares
    Change vs previous 13F +43,346 shares

    3.92% of the 13F portfolio, value $11,313,770.

    13F-HR 0001951757-25-000584 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 300,433 shares
    Change vs previous 13F +57,667 shares

    3.38% of the 13F portfolio, value $8,258,747.

    13F-HR 0001951757-25-000352 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 242,766 shares
    Change vs previous 13F +38,647 shares

    2.62% of the 13F portfolio, value $6,450,280.

    13F-HR 0001951757-25-000017 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 204,119 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $5,931,686.

    13F-HR 0001951757-24-001015 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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