Skip to content
Disclosery

Vestment Financial LLC: DISV position timeline

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

Vestment Financial LLC held 108,272 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,272 shares
    Change vs previous 13F -210 shares

    1.97% of the 13F portfolio, value $4,398,013.

    13F-HR 0002056705-26-000003 filed by Vestment Financial 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 108,482 shares
    Change vs previous 13F -267 shares

    2.13% of the 13F portfolio, value $4,528,022.

    13F-HR 0002056705-26-000002 filed by Vestment Financial 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 108,749 shares
    Change vs previous 13F +1,120 shares

    2.2% of the 13F portfolio, value $4,240,138.

    13F-HR 0002056705-26-000001 filed by Vestment Financial 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 107,629 shares
    Change vs previous 13F +595 shares

    2.2% of the 13F portfolio, value $3,851,375.

    13F-HR 0002056705-25-000002 filed by Vestment Financial 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 107,034 shares
    Change vs previous 13F +2,346 shares

    2.24% of the 13F portfolio, value $3,530,294.

    13F-HR 0001085146-25-003865 filed by Vestment Financial 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 104,688 shares
    Change vs previous 13F +8,596 shares

    2.19% of the 13F portfolio, value $3,056,358.

    13F-HR 0001085146-25-002094 filed by Vestment Financial 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 96,092 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,547,366.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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