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Disclosery

4WEALTH ADVISORS, INC.: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on DIS, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 6,484 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,484 shares
    Change vs previous 13F +3,780 shares

    0.47% of the 13F portfolio, value $683,528.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,704 shares
    Change vs previous 13F +31 shares

    0.2% of the 13F portfolio, value $266,650.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,673 shares
    Change vs previous 13F -57 shares

    0.22% of the 13F portfolio, value $252,115.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,730 shares
    Change vs previous 13F -51 shares

    0.27% of the 13F portfolio, value $310,591.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,781 shares
    Change vs previous 13F -73 shares

    0.29% of the 13F portfolio, value $318,377.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,854 shares
    Change vs previous 13F -2,890 shares

    0.37% of the 13F portfolio, value $353,909.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,744 shares
    Change vs previous 13F +634 shares

    0.63% of the 13F portfolio, value $566,928.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,110 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $568,984.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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