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Disclosery

BSW Wealth Partners: DIS position timeline

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

BSW Wealth Partners held 13,802 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,802 shares
    Change vs previous 13F -146 shares

    0.15% of the 13F portfolio, value $1,328,452.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 13,948 shares
    Change vs previous 13F -476 shares

    0.16% of the 13F portfolio, value $1,344,293.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 14,424 shares
    Change vs previous 13F -101 shares

    0.2% of the 13F portfolio, value $1,641,051.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 14,525 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $1,663,145.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 14,436 shares
    Change vs previous 13F +28 shares

    0.25% of the 13F portfolio, value $1,790,201.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 14,408 shares
    Change vs previous 13F -416 shares

    0.22% of the 13F portfolio, value $1,422,063.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 14,824 shares
    Change vs previous 13F +1,167 shares

    0.24% of the 13F portfolio, value $1,650,669.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 13,657 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,313,681.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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