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Disclosery

M Wealth Management, LLC: DSCO position timeline

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

M Wealth Management, LLC held 38,241 DSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,241 shares
    Change vs previous 13F +17,903 shares

    0.75% of the 13F portfolio, value $953,349.

    13F-HR 0001172661-26-002811 filed by M 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 20,338 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $505,292.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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