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Disclosery

Forum Financial Management, LP: DISV position timeline

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

Forum Financial Management, LP held 5,642,966 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 5,642,966 shares
    Change vs previous 13F +37,606 shares

    2.91% of the 13F portfolio, value $226,452,220.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 5,605,360 shares
    Change vs previous 13F -216,294 shares

    3.13% of the 13F portfolio, value $221,075,390.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 5,821,654 shares
    Change vs previous 13F -87,097 shares

    2.88% of the 13F portfolio, value $221,222,835.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 5,908,751 shares
    Change vs previous 13F +9,673 shares

    2.89% of the 13F portfolio, value $210,883,338.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 5,899,078 shares
    Change vs previous 13F -250,393 shares

    2.95% of the 13F portfolio, value $194,138,671.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 6,149,471 shares
    Change vs previous 13F -240,324 shares

    2.96% of the 13F portfolio, value $179,072,609.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 6,389,795 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $169,776,846.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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