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Disclosery

Focused Wealth Management, Inc: DIS position timeline

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

Focused Wealth Management, Inc held 11,771 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,771 shares
    Change vs previous 13F +224 shares

    0.1% of the 13F portfolio, value $1,132,921.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 11,547 shares
    Change vs previous 13F +183 shares

    0.12% of the 13F portfolio, value $1,112,862.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 11,364 shares
    Change vs previous 13F +72 shares

    0.14% of the 13F portfolio, value $1,292,858.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 11,292 shares
    Change vs previous 13F -1,070 shares

    0.14% of the 13F portfolio, value $1,292,925.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 12,362 shares
    Change vs previous 13F -4,799 shares

    0.19% of the 13F portfolio, value $1,532,984.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 17,161 shares
    Change vs previous 13F -1,271 shares

    0.23% of the 13F portfolio, value $1,693,806.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 18,432 shares
    Change vs previous 13F -2,959 shares

    0.28% of the 13F portfolio, value $2,052,457.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 21,391 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,057,579.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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