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HMV Wealth Advisors, LLC: DISV position timeline

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

HMV Wealth Advisors, LLC held 122,861 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 122,861 shares
    Change vs previous 13F +20,059 shares

    1.92% of the 13F portfolio, value $4,930,402.

    13F-HR 0002054904-26-000003 filed by HMV Wealth 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 102,802 shares
    Change vs previous 13F +6,951 shares

    1.9% of the 13F portfolio, value $4,054,531.

    13F-HR 0002054904-26-000001 filed by HMV Wealth 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 95,851 shares
    Change vs previous 13F -1,336 shares

    1.82% of the 13F portfolio, value $3,642,351.

    13F-HR 0001725547-26-000034 filed by HMV Wealth 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 97,187 shares
    Change vs previous 13F -4,692 shares

    1.91% of the 13F portfolio, value $3,468,616.

    13F-HR 0001725547-25-004112 filed by HMV Wealth 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 101,879 shares
    Change vs previous 13F +17,281 shares

    2.2% of the 13F portfolio, value $3,352,823.

    13F-HR 0001725547-25-003532 filed by HMV Wealth 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 84,598 shares
    Change vs previous 13F +36,768 shares

    1.95% of the 13F portfolio, value $2,463,497.

    13F-HR 0001725547-25-001415 filed by HMV Wealth 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 47,830 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,270,843.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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