Skip to content
Disclosery

Falcon Wealth Planning: DIS position timeline

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

Falcon Wealth Planning held 3,793 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,793 shares
    Change vs previous 13F -831 shares

    0.02% of the 13F portfolio, value $365,101.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 4,624 shares
    Change vs previous 13F +740 shares

    0.03% of the 13F portfolio, value $445,686.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 3,884 shares
    Change vs previous 13F +432 shares

    0.04% of the 13F portfolio, value $441,882.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 3,452 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $395,306.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 3,562 shares
    Change vs previous 13F -247 shares

    0.04% of the 13F portfolio, value $441,781.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 3,809 shares
    Change vs previous 13F +138 shares

    0.04% of the 13F portfolio, value $375,994.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 3,671 shares
    Change vs previous 13F +515 shares

    0.05% of the 13F portfolio, value $408,788.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 3,156 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $303,566.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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