United Wealth Management, LLC: DISV position timeline

United Wealth Management, LLC held 310,662 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 310,662 shares

   Change vs previous 13F -763 shares

   2.81% of the 13F portfolio, value $12,466,878.

   13F-HR 0002085853-26-000825 filed by United Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 311,425 shares

   Change vs previous 13F +3,923 shares

   3.05% of the 13F portfolio, value $12,282,589.

   13F-HR 0002085853-26-000545 filed by United Wealth Management, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 307,502 shares

   Change vs previous 13F +4,729 shares

   3.02% of the 13F portfolio, value $11,685,094.

   13F-HR 0002085853-26-000248 filed by United Wealth Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 302,773 shares

   Change vs previous 13F +63 shares

   2.94% of the 13F portfolio, value $10,805,966.

   13F-HR 0002085853-25-000257 filed by United Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 302,710 shares

   Change vs previous 13F -3,086 shares

   2.89% of the 13F portfolio, value $9,962,197.

   13F-HR 0001667731-25-001114 filed by United Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 305,796 shares

   Change vs previous 13F +29,645 shares

   2.79% of the 13F portfolio, value $8,904,779.

   13F-HR 0001667731-25-000570 filed by United Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 276,151 shares

   Change vs previous 13F not available

   2.47% of the 13F portfolio, value $7,337,342.

   13F-HR 0001667731-25-000231 filed by United Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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