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Disclosery

Institute for Wealth Management, LLC.: DIS position timeline

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

Institute for Wealth Management, LLC. held 44,993 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,993 shares
    Change vs previous 13F -954 shares

    0.38% of the 13F portfolio, value $4,330,591.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
    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 45,947 shares
    Change vs previous 13F +882 shares

    0.48% of the 13F portfolio, value $4,428,382.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
    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 45,065 shares
    Change vs previous 13F -639 shares

    0.54% of the 13F portfolio, value $5,127,001.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
    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 45,704 shares
    Change vs previous 13F -948 shares

    0.55% of the 13F portfolio, value $5,233,107.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
    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 46,652 shares
    Change vs previous 13F -770 shares

    0.65% of the 13F portfolio, value $5,785,290.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
    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 47,422 shares
    Change vs previous 13F +213 shares

    0.6% of the 13F portfolio, value $4,680,585.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
    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 47,209 shares
    Change vs previous 13F +3 shares

    0.66% of the 13F portfolio, value $5,256,683.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
    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 47,206 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,540,793.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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