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Disclosery

Sensible Money, LLC: DISV position timeline

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

Sensible Money, LLC held 319,752 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,752 shares
    Change vs previous 13F +6,830 shares

    3.4% of the 13F portfolio, value $12,831,664.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 312,922 shares
    Change vs previous 13F -4,023 shares

    3.75% of the 13F portfolio, value $12,341,643.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 316,945 shares
    Change vs previous 13F -8,706 shares

    3.85% of the 13F portfolio, value $12,043,897.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 325,651 shares
    Change vs previous 13F -5,869 shares

    3.95% of the 13F portfolio, value $11,622,469.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 331,520 shares
    Change vs previous 13F +892 shares

    4.14% of the 13F portfolio, value $10,910,314.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 330,628 shares
    Change vs previous 13F -2,826 shares

    4.12% of the 13F portfolio, value $9,627,900.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 333,454 shares
    Change vs previous 13F +25,332 shares

    3.88% of the 13F portfolio, value $8,859,886.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 308,122 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $8,954,035.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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