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Disclosery

Parkwoods Wealth Partners, LLC: DISV position timeline

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

Parkwoods Wealth Partners, LLC held 367,558 DISV 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 367,558 shares
    Change vs previous 13F +44,686 shares

    2.37% of the 13F portfolio, value $14,750,090.

    13F-HR 0002042772-26-000003 filed by Parkwoods Wealth Partners, 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 322,872 shares
    Change vs previous 13F +83,922 shares

    3.12% of the 13F portfolio, value $12,734,059.

    13F-HR 0002042772-26-000002 filed by Parkwoods Wealth Partners, 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 238,950 shares
    Change vs previous 13F +44,343 shares

    2.67% of the 13F portfolio, value $9,080,100.

    13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, 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 194,607 shares
    Change vs previous 13F +119,137 shares

    2.37% of the 13F portfolio, value $6,945,540.

    13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, 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 75,470 shares
    Change vs previous 13F +8,375 shares

    1.43% of the 13F portfolio, value $2,483,723.

    13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, 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 67,095 shares
    Change vs previous 13F +14,282 shares

    1.32% of the 13F portfolio, value $1,953,803.

    13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, 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 52,813 shares
    Change vs previous 13F +29,757 shares

    1.12% of the 13F portfolio, value $1,403,238.

    13F-HR 0002042772-25-000002 filed by Parkwoods Wealth Partners, 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 23,056 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $669,993.

    13F-HR 0002022567-24-000004 filed by Parkwoods Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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