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Keyes, Stange & Wooten Wealth Management, LLC: DISV position timeline

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

Keyes, Stange & Wooten Wealth Management, LLC held 290,048 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,048 shares
    Change vs previous 13F -1,353 shares

    4.64% of the 13F portfolio, value $11,639,626.

    13F-HR 0001420506-26-001257 filed by Keyes, Stange & Wooten 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 291,401 shares
    Change vs previous 13F +4,603 shares

    5.13% of the 13F portfolio, value $11,492,855.

    13F-HR 0001420506-26-000745 filed by Keyes, Stange & Wooten 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 286,798 shares
    Change vs previous 13F -5,203 shares

    5.16% of the 13F portfolio, value $10,898,324.

    13F-HR 0001420506-26-000247 filed by Keyes, Stange & Wooten 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 292,001 shares
    Change vs previous 13F +2,623 shares

    5.04% of the 13F portfolio, value $10,421,516.

    13F-HR 0001420506-25-003489 filed by Keyes, Stange & Wooten 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 289,378 shares
    Change vs previous 13F -8,828 shares

    4.94% of the 13F portfolio, value $9,523,430.

    13F-HR 0001420506-25-001811 filed by Keyes, Stange & Wooten 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 298,206 shares
    Change vs previous 13F +9,297 shares

    4.94% of the 13F portfolio, value $8,683,759.

    13F-HR 0001420506-25-000869 filed by Keyes, Stange & Wooten 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 288,909 shares
    Change vs previous 13F +8,130 shares

    4.52% of the 13F portfolio, value $7,676,312.

    13F-HR 0001420506-25-000347 filed by Keyes, Stange & Wooten 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 280,779 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $8,159,438.

    13F-HR 0001420506-24-002282 filed by Keyes, Stange & Wooten Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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