Skip to content
Disclosery

Squire Investment Management Company, LLC: DISV position timeline

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

Squire Investment Management Company, LLC held 255,262 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,262 shares
    Change vs previous 13F +9,890 shares

    2.47% of the 13F portfolio, value $10,243,667.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 245,372 shares
    Change vs previous 13F +29,321 shares

    2.69% of the 13F portfolio, value $9,677,456.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 216,051 shares
    Change vs previous 13F +2,130 shares

    2.48% of the 13F portfolio, value $8,209,942.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 213,921 shares
    Change vs previous 13F +11,264 shares

    2.49% of the 13F portfolio, value $7,634,857.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 202,657 shares
    Change vs previous 13F +41,821 shares

    2.46% of the 13F portfolio, value $6,669,432.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 160,836 shares
    Change vs previous 13F +7,364 shares

    1.95% of the 13F portfolio, value $4,683,548.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 153,472 shares
    Change vs previous 13F +31,536 shares

    1.79% of the 13F portfolio, value $4,077,746.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 121,936 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,543,450.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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