Jupiter Wealth Management LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jupiter Wealth Management LLC on DIS, newest first. How the timeline and the estimate are built.
Jupiter Wealth Management LLC held 4,373 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,373 sharesChange vs previous 13F -2,045 shares
0.17% of the 13F portfolio, value $420,901.
13F-HR 0001774207-26-000003 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,418 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $673,248.
13F-HR 0001774207-26-000002 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,418 sharesChange vs previous 13F -2,985 shares
0.29% of the 13F portfolio, value $657,075.
13F-HR 0001774207-26-000001 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,403 sharesChange vs previous 13F 0 shares
0.51% of the 13F portfolio, value $1,076,644.
13F-HR 0001774207-25-000006 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,403 sharesChange vs previous 13F +780 shares
0.55% of the 13F portfolio, value $1,096,766.
13F-HR 0001774207-25-000004 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,623 sharesChange vs previous 13F -1,000 shares
0.59% of the 13F portfolio, value $971,467.
13F-HR 0001774207-25-000003 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,623 sharesChange vs previous 13F +2,975 shares
0.54% of the 13F portfolio, value $1,071,521.
13F-HR 0001774207-25-000001 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,648 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $639,471.
13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).