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Shotwell Rutter Baer Inc: DISV position timeline

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

Shotwell Rutter Baer Inc held 216,654 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,654 shares
    Change vs previous 13F -7,785 shares

    4.77% of the 13F portfolio, value $8,694,318.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 224,439 shares
    Change vs previous 13F -3,811 shares

    5.2% of the 13F portfolio, value $8,851,877.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 228,250 shares
    Change vs previous 13F +1,944 shares

    5.31% of the 13F portfolio, value $8,851,534.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer 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 226,306 shares
    Change vs previous 13F -6,200 shares

    5.24% of the 13F portfolio, value $8,126,652.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer 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 232,506 shares
    Change vs previous 13F -2,862 shares

    5.24% of the 13F portfolio, value $7,719,190.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer 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 235,368 shares
    Change vs previous 13F +861 shares

    5.48% of the 13F portfolio, value $6,216,077.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer 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 234,507 shares
    Change vs previous 13F +5,156 shares

    5.16% of the 13F portfolio, value $6,122,987.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer 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 229,351 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $6,598,442.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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