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Disclosery

Gen-Wealth Partners Inc: DIS position timeline

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

Gen-Wealth Partners Inc held 23,643 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,643 shares
    Change vs previous 13F +2,206 shares

    0.63% of the 13F portfolio, value $2,275,656.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners 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 21,437 shares
    Change vs previous 13F +2,805 shares

    0.65% of the 13F portfolio, value $2,066,069.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners 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 18,632 shares
    Change vs previous 13F +4,102 shares

    0.68% of the 13F portfolio, value $2,119,773.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners 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 14,530 shares
    Change vs previous 13F +1,788 shares

    0.56% of the 13F portfolio, value $1,663,656.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners 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 12,742 shares
    Change vs previous 13F +347 shares

    0.61% of the 13F portfolio, value $1,580,165.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners 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 12,395 shares
    Change vs previous 13F +1,020 shares

    0.51% of the 13F portfolio, value $1,223,410.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners 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 11,375 shares
    Change vs previous 13F -98 shares

    0.54% of the 13F portfolio, value $1,266,621.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners 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 11,473 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,090,866.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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