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Kaufman Rossin Wealth, LLC: DISV position timeline

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

Kaufman Rossin Wealth, LLC held 103,394 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,394 shares
    Change vs previous 13F +2,491 shares

    1.99% of the 13F portfolio, value $4,199,859.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 100,903 shares
    Change vs previous 13F -13,676 shares

    2.28% of the 13F portfolio, value $3,979,633.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 114,579 shares
    Change vs previous 13F -3,741 shares

    2.27% of the 13F portfolio, value $4,354,001.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 118,320 shares
    Change vs previous 13F -18,646 shares

    2.31% of the 13F portfolio, value $4,222,829.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 136,966 shares
    Change vs previous 13F +5,715 shares

    2.85% of the 13F portfolio, value $4,507,561.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 131,251 shares
    Change vs previous 13F +432 shares

    2.73% of the 13F portfolio, value $3,822,030.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 130,819 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $3,475,859.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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