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Disclosery

RCS Financial Planning, LLC: DISV position timeline

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

RCS Financial Planning, LLC held 23,502 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,502 shares
    Change vs previous 13F -727 shares

    0.45% of the 13F portfolio, value $943,150.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 24,229 shares
    Change vs previous 13F -1,523 shares

    0.5% of the 13F portfolio, value $955,605.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 25,752 shares
    Change vs previous 13F -273 shares

    0.42% of the 13F portfolio, value $978,592.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 26,025 shares
    Change vs previous 13F -910 shares

    0.41% of the 13F portfolio, value $928,830.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 26,935 shares
    Change vs previous 13F -13,964 shares

    0.44% of the 13F portfolio, value $886,428.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 40,899 shares
    Change vs previous 13F -2,457 shares

    0.63% of the 13F portfolio, value $1,190,987.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 43,356 shares
    Change vs previous 13F +101 shares

    0.61% of the 13F portfolio, value $1,151,958.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 43,255 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,256,994.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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