Partnership Wealth Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on DIS, newest first. How the timeline and the estimate are built.
Partnership Wealth Management, LLC held 13,402 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 13,402 sharesChange vs previous 13F -429 shares
1% of the 13F portfolio, value $1,405,870.
13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 13,831 sharesChange vs previous 13F +401 shares
0.9% of the 13F portfolio, value $1,331,234.
13F-HR 0002010656-26-000004 filed by Partnership 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 13,430 sharesChange vs previous 13F +859 shares
0.99% of the 13F portfolio, value $1,294,383.
13F-HR 0002010656-26-000003 filed by Partnership 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 12,571 sharesChange vs previous 13F +600 shares
1.03% of the 13F portfolio, value $1,430,203.
13F-HR 0002010656-26-000001 filed by Partnership 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 11,971 sharesChange vs previous 13F +80 shares
1.06% of the 13F portfolio, value $1,370,680.
13F-HR 0002010656-25-000007 filed by Partnership 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 11,891 sharesChange vs previous 13F -229 shares
1.19% of the 13F portfolio, value $1,474,603.
13F-HR 0002010656-25-000004 filed by Partnership 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 12,120 sharesChange vs previous 13F -43 shares
1.02% of the 13F portfolio, value $1,196,244.
13F-HR 0002010656-25-000003 filed by Partnership 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 12,163 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $1,354,350.
13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).