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Disclosery

PINNEY & SCOFIELD, INC.: DISV position timeline

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

PINNEY & SCOFIELD, INC. held 245,067 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,067 shares
    Change vs previous 13F +904 shares

    4.81% of the 13F portfolio, value $9,834,544.

    13F-HR 0002056763-26-000003 filed by PINNEY & SCOFIELD, 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 244,163 shares
    Change vs previous 13F -1,751 shares

    5.19% of the 13F portfolio, value $9,629,777.

    13F-HR 0002056763-26-000002 filed by PINNEY & SCOFIELD, 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 245,914 shares
    Change vs previous 13F +10,177 shares

    5.3% of the 13F portfolio, value $9,344,739.

    13F-HR 0002056763-26-000001 filed by PINNEY & SCOFIELD, 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 235,737 shares
    Change vs previous 13F +3,698 shares

    5.22% of the 13F portfolio, value $8,413,447.

    13F-HR 0002056763-25-000005 filed by PINNEY & SCOFIELD, 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 232,039 shares
    Change vs previous 13F +916 shares

    5.17% of the 13F portfolio, value $7,636,403.

    13F-HR 0002056763-25-000004 filed by PINNEY & SCOFIELD, 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 231,123 shares
    Change vs previous 13F +24,620 shares

    4.87% of the 13F portfolio, value $6,730,294.

    13F-HR 0002056763-25-000003 filed by PINNEY & SCOFIELD, 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 206,503 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $5,486,783.

    13F-HR 0002056763-25-000001 filed by PINNEY & SCOFIELD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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