Skip to content
Disclosery

RF&L WEALTH MANAGEMENT, LLC: DISV position timeline

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

RF&L WEALTH MANAGEMENT, LLC held 33,735 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 33,735 shares
    Change vs previous 13F -335 shares

    0.92% of the 13F portfolio, value $1,353,786.

    13F-HR 0001965915-26-000003 filed by RF&L WEALTH MANAGEMENT, 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 34,070 shares
    Change vs previous 13F +1,225 shares

    1.01% of the 13F portfolio, value $1,343,721.

    13F-HR 0001965915-26-000002 filed by RF&L WEALTH MANAGEMENT, 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 32,845 shares
    Change vs previous 13F +890 shares

    0.7% of the 13F portfolio, value $1,248,110.

    13F-HR 0001965915-26-000001 filed by RF&L WEALTH MANAGEMENT, 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 31,955 shares
    Change vs previous 13F +4,150 shares

    0.67% of the 13F portfolio, value $1,140,474.

    13F-HR 0001965915-25-000008 filed by RF&L WEALTH MANAGEMENT, 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 27,805 shares
    Change vs previous 13F +3,080 shares

    0.59% of the 13F portfolio, value $915,063.

    13F-HR 0001965915-25-000006 filed by RF&L WEALTH MANAGEMENT, 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 24,725 shares
    Change vs previous 13F +3,615 shares

    0.51% of the 13F portfolio, value $719,992.

    13F-HR 0001965915-25-000005 filed by RF&L WEALTH MANAGEMENT, 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 21,110 shares
    Change vs previous 13F +2,600 shares

    0.4% of the 13F portfolio, value $560,893.

    13F-HR 0001965915-25-000002 filed by RF&L WEALTH MANAGEMENT, 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 18,510 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $537,901.

    13F-HR 0001725547-24-005915 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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