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Disclosery

Plan A Wealth LLC: DIS position timeline

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

Plan A Wealth LLC held 2,380 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,380 shares
    Change vs previous 13F -75 shares

    0.09% of the 13F portfolio, value $249,736.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,455 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $236,267.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 2,455 shares
    Change vs previous 13F +259 shares

    0.11% of the 13F portfolio, value $236,586.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 2,196 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $249,883.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 2,196 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $251,487.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 2,196 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $272,311.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 2,196 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $216,733.

    13F-HR 0001172661-25-004607 filed by Plan A 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 ended2024-12-31
    13F 2,195 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $244,446.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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