LIBERTY WEALTH MANAGEMENT LLC: DISV position timeline

LIBERTY WEALTH MANAGEMENT LLC held 142,121 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 142,121 shares

   Change vs previous 13F 0 shares

   0.7% of the 13F portfolio, value $5,605,245.

   13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 142,121 shares

   Change vs previous 13F -2,941 shares

   0.7% of the 13F portfolio, value $5,605,245.

   13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 145,062 shares

   Change vs previous 13F -13,286 shares

   0.71% of the 13F portfolio, value $5,512,352.

   13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 158,348 shares

   Change vs previous 13F -3,001 shares

   0.8% of the 13F portfolio, value $5,651,426.

   13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 161,349 shares

   Change vs previous 13F -25,964 shares

   0.83% of the 13F portfolio, value $5,314,745.

   13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 187,313 shares

   Change vs previous 13F +378 shares

   1.04% of the 13F portfolio, value $5,454,557.

   13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 186,935 shares

   Change vs previous 13F +4,219 shares

   0.83% of the 13F portfolio, value $4,964,962.

   13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 182,716 shares

   Change vs previous 13F not available

   0.9% of the 13F portfolio, value $5,310,000.

   13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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