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Disclosery

NewEdge Advisors, LLC: DISV position timeline

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

NewEdge Advisors, LLC held 186,805 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,805 shares
    Change vs previous 13F -8,832 shares

    0.02% of the 13F portfolio, value $7,496,488.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 195,637 shares
    Change vs previous 13F -14,075 shares

    0.03% of the 13F portfolio, value $7,715,911.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 209,712 shares
    Change vs previous 13F -81,412 shares

    0.03% of the 13F portfolio, value $7,969,040.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 291,124 shares
    Change vs previous 13F -25,932 shares

    0.05% of the 13F portfolio, value $10,390,196.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 317,056 shares
    Change vs previous 13F -5,218 shares

    0.05% of the 13F portfolio, value $10,434,295.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 322,274 shares
    Change vs previous 13F -45,912 shares

    0.06% of the 13F portfolio, value $9,384,627.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 368,186 shares
    Change vs previous 13F -5,996 shares

    0.06% of the 13F portfolio, value $9,782,688.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 374,182 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,873,735.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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