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Disclosery

Private Wealth Partners, LLC: DIS position timeline

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

Private Wealth Partners, LLC held 64,375 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,375 shares
    Change vs previous 13F -16,165 shares

    0.44% of the 13F portfolio, value $6,196,136.

    13F-HR 0001335851-26-000005 filed by Private 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 80,540 shares
    Change vs previous 13F -237 shares

    0.6% of the 13F portfolio, value $7,762,488.

    13F-HR 0001335851-26-000002 filed by Private 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 80,777 shares
    Change vs previous 13F +7,549 shares

    0.65% of the 13F portfolio, value $9,190,042.

    13F-HR 0001335851-26-000001 filed by Private 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 73,228 shares
    Change vs previous 13F -851 shares

    0.6% of the 13F portfolio, value $8,384,649.

    13F-HR 0001335851-25-000004 filed by Private 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 74,079 shares
    Change vs previous 13F -14,254 shares

    0.72% of the 13F portfolio, value $9,186,578.

    13F-HR 0001085146-25-004438 filed by Private 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 88,333 shares
    Change vs previous 13F -15,983 shares

    0.72% of the 13F portfolio, value $8,718,500.

    13F-HR 0001085146-25-002217 filed by Private 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 104,316 shares
    Change vs previous 13F +4,057 shares

    0.89% of the 13F portfolio, value $11,615,619.

    13F-HR 0001085146-25-000680 filed by Private 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 100,259 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $9,643,913.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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