Litman Gregory Wealth Management LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on DIS, newest first. How the timeline and the estimate are built.
Litman Gregory Wealth Management LLC held 500 DIS shares at 2025-12-31 per its 13F-HR filed 2026-02-12.
the latest 13F is the newest step
- period ended2025-12-3113F 500 sharesChange vs previous 13F +500 shares
<0.01% of the 13F portfolio, value $56,885.
13F-HR 0001214659-26-001595 filed by Litman Gregory 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 0 sharesChange vs previous 13F -3,700 shares
13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,700 sharesChange vs previous 13F -600 shares
0.03% of the 13F portfolio, value $355,903.
13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,300 sharesChange vs previous 13F -500 shares
0.04% of the 13F portfolio, value $426,947.
13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,800 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $587,328.
13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).