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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

DFS holding history

Discover Financial Services in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of DFS by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−550−100.0%Sold outHolders
Q1 2025550$94.0K<0.1%−13−2.3%ReducedHolders
Q4 2024563$97.6K<0.1%−23−3.9%ReducedHolders
Q3 2024586$82.2K<0.1%−24−3.9%ReducedHolders
Q2 2024610$79.8K<0.1%+3+0.5%AddedHolders
Q1 2024607$79.5K<0.1%+122+25.2%AddedHolders
Q4 2023485$54.5K<0.1%+4+0.8%AddedHolders
Q3 2023481$41.7K<0.1%+3+0.6%AddedHolders
Q2 2023478$55.9K<0.1%+3+0.6%AddedHolders
Q1 2023475$57.0K<0.1%+2+0.4%AddedHolders
Q4 2022473$46.3K<0.1%+3+0.6%AddedHolders
Q3 2022470$43.0K<0.1%+3+0.6%AddedHolders
Q2 2022467$44.0K<0.1%+2+0.4%AddedHolders
Q1 2022465$51.0K<0.1%+2+0.4%AddedHolders
Q4 2021463$53.5K0.1%–No prior filingHolders