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Abundance Wealth Counselors: DIS position timeline

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

Abundance Wealth Counselors held 20,421 DIS 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 20,421 shares
    Change vs previous 13F +9,950 shares

    0.13% of the 13F portfolio, value $1,965,521.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 10,471 shares
    Change vs previous 13F +973 shares

    0.14% of the 13F portfolio, value $1,009,195.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 9,498 shares
    Change vs previous 13F +165 shares

    0.18% of the 13F portfolio, value $1,080,590.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 9,333 shares
    Change vs previous 13F -273 shares

    0.18% of the 13F portfolio, value $1,068,663.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 9,606 shares
    Change vs previous 13F -319 shares

    0.22% of the 13F portfolio, value $1,190,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 9,925 shares
    Change vs previous 13F +263 shares

    0.21% of the 13F portfolio, value $1,004,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 9,662 shares
    Change vs previous 13F +94 shares

    0.23% of the 13F portfolio, value $1,076,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    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 9,568 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $920,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

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