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Rialto Wealth Management, LLC: DISV position timeline

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

Rialto Wealth Management, LLC held 69,324 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,324 shares
    Change vs previous 13F -4,856 shares

    0.55% of the 13F portfolio, value $2,781,959.

    13F-HR 0002054966-26-000003 filed by Rialto 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 74,180 shares
    Change vs previous 13F -29,370 shares

    0.66% of the 13F portfolio, value $2,925,663.

    13F-HR 0002054966-26-000002 filed by Rialto 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 103,550 shares
    Change vs previous 13F +8,031 shares

    0.94% of the 13F portfolio, value $3,934,895.

    13F-HR 0002054966-26-000001 filed by Rialto 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 95,519 shares
    Change vs previous 13F +11,080 shares

    0.88% of the 13F portfolio, value $3,409,073.

    13F-HR 0002054966-25-000005 filed by Rialto 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 84,439 shares
    Change vs previous 13F +28,709 shares

    0.78% of the 13F portfolio, value $2,778,893.

    13F-HR 0002054966-25-000003 filed by Rialto 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 55,730 shares
    Change vs previous 13F +40,258 shares

    0.51% of the 13F portfolio, value $1,622,869.

    13F-HR 0002054966-25-000002 filed by Rialto 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 15,472 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $411,092.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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