Braver Wealth Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braver Wealth Management, LLC on DIS, newest first. How the timeline and the estimate are built.
Braver Wealth Management, LLC held 3,847 DIS shares at 2016-12-31 per its 13F-HR filed 2017-02-14.
the latest 13F is the newest step
- period ended2016-12-3113F 3,847 sharesChange vs previous 13F +3,847 shares
0.07% of the 13F portfolio, value $401,000.
13F-HR 0001566494-17-000001 filed by Braver Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-09-3013F 0 sharesChange vs previous 13F -29,862 shares
13F-HR 0001566494-16-000010 filed by Braver Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2016-06-3013F 29,862 sharesChange vs previous 13F -849 shares
0.5% of the 13F portfolio, value $2,921,000.
13F-HR 0001566494-16-000009 filed by Braver Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-03-3113F 30,711 sharesChange vs previous 13F +3,785 shares
0.5% of the 13F portfolio, value $3,050,000.
13F-HR 0001566494-16-000008 filed by Braver Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-12-3113F 26,926 sharesChange vs previous 13F +518 shares
0.58% of the 13F portfolio, value $2,829,000.
13F-HR 0001566494-16-000007 filed by Braver Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-09-3013F 26,408 sharesChange vs previous 13F not available
0.67% of the 13F portfolio, value $2,699,000.
13F-HR 0001566494-15-000005 filed by Braver Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).