Finer Wealth Management, Inc.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finer Wealth Management, Inc. on DIS, newest first. How the timeline and the estimate are built.
Finer Wealth Management, Inc. held 3,081 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,081 sharesChange vs previous 13F -156 shares
0.13% of the 13F portfolio, value $296,539.
13F-HR 0001929071-26-000004 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,237 sharesChange vs previous 13F +404 shares
0.16% of the 13F portfolio, value $311,975.
13F-HR 0001929071-26-000002 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,833 sharesChange vs previous 13F -6 shares
0.16% of the 13F portfolio, value $322,310.
13F-HR 0001929071-26-000001 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,839 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $325,066.
13F-HR 0001929071-25-000002 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,839 sharesChange vs previous 13F -702 shares
0.19% of the 13F portfolio, value $352,064.
13F-HR 0001221073-25-000078 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,541 sharesChange vs previous 13F -194 shares
0.21% of the 13F portfolio, value $349,497.
13F-HR 0001221073-25-000054 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,735 sharesChange vs previous 13F -408 shares
0.24% of the 13F portfolio, value $415,934.
13F-HR 0001221073-25-000035 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,143 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $398,508.
13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).