Rothwell Investment Advisors, LLC’s CS Disco LAW Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio LAW Stock Details LAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.64K	Buy	+400	New	+$1.66K	﹤0.01%	1054

Other funds holding LAW

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Lavelle Capital San Francisco, California $191M AUM 0.58% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LAW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CS Disco (LAW) in Q3 2026: 400 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

40 funds tracked by Wall St. Rank hold LAW as of Q3 2026.

Rothwell Investment Advisors, LLC held 400 shares of CS Disco worth $1.64K as of Q3 2026.
CS Disco was a new Rothwell Investment Advisors, LLC position in Q3 2026.
CS Disco made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1054 holding.
40 funds tracked by Wall St. Rank held CS Disco as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.