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Disclosery

LMG Wealth Partners, LLC: DIS position timeline

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

LMG Wealth Partners, LLC held 27,585 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,585 shares
    Change vs previous 13F +163 shares

    0.42% of the 13F portfolio, value $2,655,056.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 27,422 shares
    Change vs previous 13F +1,032 shares

    0.48% of the 13F portfolio, value $2,642,932.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 26,390 shares
    Change vs previous 13F -2,557 shares

    0.56% of the 13F portfolio, value $3,002,362.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 28,947 shares
    Change vs previous 13F +768 shares

    0.62% of the 13F portfolio, value $3,314,484.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 28,179 shares
    Change vs previous 13F -13 shares

    0.72% of the 13F portfolio, value $3,494,478.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 28,192 shares
    Change vs previous 13F +4,092 shares

    0.62% of the 13F portfolio, value $2,782,550.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 24,100 shares
    Change vs previous 13F -90 shares

    0.58% of the 13F portfolio, value $2,683,535.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 24,190 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,326,836.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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