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JOURNEY STRATEGIC WEALTH LLC: DIS position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 18,046 DIS shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,046 shares
    Change vs previous 13F -5,545 shares

    0.04% of the 13F portfolio, value $1,739,271.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 23,591 shares
    Change vs previous 13F +3,595 shares

    0.07% of the 13F portfolio, value $2,683,924.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 19,996 shares
    Change vs previous 13F -193 shares

    0.06% of the 13F portfolio, value $2,289,522.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 20,189 shares
    Change vs previous 13F +4,076 shares

    0.08% of the 13F portfolio, value $2,503,612.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,113 shares
    Change vs previous 13F -66,188 shares

    0.06% of the 13F portfolio, value $1,590,331.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 82,301 shares
    Change vs previous 13F +1,690 shares

    0.34% of the 13F portfolio, value $9,164,239.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 80,611 shares
    Change vs previous 13F +1,955 shares

    0.28% of the 13F portfolio, value $7,753,992.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 78,656 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,809,731.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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