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Seaside Wealth Management, Inc.: DISV position timeline

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

Seaside Wealth Management, Inc. held 372,300 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,300 shares
    Change vs previous 13F +3,117 shares

    3.69% of the 13F portfolio, value $14,940,438.

    13F-HR 0001929977-26-000007 filed by Seaside Wealth Management, 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 369,183 shares
    Change vs previous 13F +4,609 shares

    4.1% of the 13F portfolio, value $14,560,580.

    13F-HR 0001929977-26-000002 filed by Seaside Wealth Management, 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 364,574 shares
    Change vs previous 13F -4,290 shares

    3.95% of the 13F portfolio, value $13,853,785.

    13F-HR 0001929977-26-000001 filed by Seaside Wealth Management, 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 368,864 shares
    Change vs previous 13F -2,513 shares

    3.91% of the 13F portfolio, value $13,164,806.

    13F-HR 0001085146-25-005938 filed by Seaside Wealth Management, 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 371,377 shares
    Change vs previous 13F +6,712 shares

    3.89% of the 13F portfolio, value $12,222,053.

    13F-HR 0001085146-25-003689 filed by Seaside Wealth Management, 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 364,665 shares
    Change vs previous 13F +16,926 shares

    3.79% of the 13F portfolio, value $10,619,050.

    13F-HR 0001085146-25-002569 filed by Seaside Wealth Management, 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 347,739 shares
    Change vs previous 13F +19,172 shares

    3.38% of the 13F portfolio, value $9,239,426.

    13F-HR 0001085146-25-000210 filed by Seaside Wealth Management, Inc.
    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 328,567 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $9,548,176.

    13F-HR 0001085146-24-005168 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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