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Disclosery

Yardley Wealth Management LLC: DISV position timeline

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

Yardley Wealth Management LLC held 236,745 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,745 shares
    Change vs previous 13F +8,913 shares

    4.32% of the 13F portfolio, value $9,500,597.

    13F-HR 0002044323-26-000003 filed by Yardley Wealth Management 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 227,832 shares
    Change vs previous 13F -6,169 shares

    4.6% of the 13F portfolio, value $8,985,704.

    13F-HR 0002044323-26-000002 filed by Yardley Wealth Management 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 234,001 shares
    Change vs previous 13F -8,195 shares

    4.73% of the 13F portfolio, value $8,892,025.

    13F-HR 0002044323-26-000001 filed by Yardley Wealth Management 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 242,196 shares
    Change vs previous 13F -27,869 shares

    4.83% of the 13F portfolio, value $8,643,979.

    13F-HR 0002044323-25-000007 filed by Yardley Wealth Management 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 270,065 shares
    Change vs previous 13F -8,396 shares

    4.86% of the 13F portfolio, value $8,888,000.

    13F-HR 0002044323-25-000004 filed by Yardley Wealth Management 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 278,461 shares
    Change vs previous 13F -41,582 shares

    4.78% of the 13F portfolio, value $8,109,000.

    13F-HR 0002044323-25-000003 filed by Yardley Wealth Management 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 320,043 shares
    Change vs previous 13F +58,502 shares

    4.18% of the 13F portfolio, value $8,613,000.

    13F-HR 0002044323-25-000001 filed by Yardley Wealth Management 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 261,541 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $7,600,000.

    13F-HR 0002044323-24-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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