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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

  1. period ended2026-06-30
    13F 15,950 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 16,186 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 17,532 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 17,006 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 15,911 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 15,392 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 13,936 shares
    Change 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), ingested

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