Alteri Wealth LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on DIS, newest first. How the timeline and the estimate are built.
Alteri Wealth LLC held 15,950 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 15,950 sharesChange vs previous 13F -236 shares
0.42% of the 13F portfolio, value $1,535,202.
13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,186 sharesChange vs previous 13F -1,346 shares
0.51% of the 13F portfolio, value $1,560,047.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,532 sharesChange vs previous 13F +526 shares
0.65% of the 13F portfolio, value $1,994,601.
13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,006 sharesChange vs previous 13F +1,095 shares
0.67% of the 13F portfolio, value $1,947,172.
13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,911 sharesChange vs previous 13F +519 shares
0.77% of the 13F portfolio, value $1,973,077.
13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,392 sharesChange vs previous 13F +1,456 shares
0.67% of the 13F portfolio, value $1,519,154.
13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,936 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,551,815.
13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).