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McGrath & Associates, Inc.: DISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGrath & Associates, Inc. on DISV, newest first. How the timeline and the estimate are built.

McGrath & Associates, Inc. held 37,051 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,051 shares
    Change vs previous 13F +1,942 shares

    1.94% of the 13F portfolio, value $1,486,841.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, Inc.
    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 35,109 shares
    Change vs previous 13F -1,482 shares

    2.04% of the 13F portfolio, value $1,384,691.

    13F-HR 0002085853-26-000345 filed by McGrath & Associates, Inc.
    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 36,591 shares
    Change vs previous 13F +187 shares

    1.97% of the 13F portfolio, value $1,390,464.

    13F-HR 0002085853-26-000235 filed by McGrath & Associates, Inc.
    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 36,404 shares
    Change vs previous 13F +19 shares

    1.93% of the 13F portfolio, value $1,299,275.

    13F-HR 0002085853-25-000075 filed by McGrath & Associates, Inc.
    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 36,385 shares
    Change vs previous 13F -86 shares

    1.95% of the 13F portfolio, value $1,197,445.

    13F-HR 0001667731-25-001099 filed by McGrath & Associates, Inc.
    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 36,471 shares
    Change vs previous 13F +722 shares

    1.94% of the 13F portfolio, value $1,062,025.

    13F-HR 0001667731-25-000407 filed by McGrath & Associates, Inc.
    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 35,749 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $949,854.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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