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Disclosery

JDH Wealth Management, LLC: DISV position timeline

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

JDH Wealth Management, LLC held 116,833 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,833 shares
    Change vs previous 13F -625 shares

    2.85% of the 13F portfolio, value $4,688,503.

    13F-HR 0002022512-26-000006 filed by JDH 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 117,458 shares
    Change vs previous 13F -7,815 shares

    3.12% of the 13F portfolio, value $4,632,527.

    13F-HR 0002022512-26-000005 filed by JDH 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 125,273 shares
    Change vs previous 13F -3,198 shares

    3.26% of the 13F portfolio, value $4,760,366.

    13F-HR 0002022512-26-000001 filed by JDH 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 128,471 shares
    Change vs previous 13F -1,558 shares

    3.25% of the 13F portfolio, value $4,585,145.

    13F-HR 0002022512-25-000007 filed by JDH 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 130,029 shares
    Change vs previous 13F +7,916 shares

    3.28% of the 13F portfolio, value $4,279,244.

    13F-HR 0002022512-25-000004 filed by JDH 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 122,113 shares
    Change vs previous 13F +2,475 shares

    3.05% of the 13F portfolio, value $3,555,920.

    13F-HR 0002022512-25-000003 filed by JDH 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 119,638 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $3,178,779.

    13F-HR 0002022512-25-000002 filed by JDH Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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