Skip to content

RWA WEALTH PARTNERS, LLC: DIS position timeline

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

RWA WEALTH PARTNERS, LLC held 62,555 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,555 shares
    Change vs previous 13F -5,974 shares

    0.06% of the 13F portfolio, value $6,020,933.

    13F-HR 0001544576-26-000005 filed by RWA 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 68,529 shares
    Change vs previous 13F -8,736 shares

    0.07% of the 13F portfolio, value $6,604,778.

    13F-HR 0001544576-26-000004 filed by RWA 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 77,265 shares
    Change vs previous 13F +1,465 shares

    0.1% of the 13F portfolio, value $8,790,442.

    13F-HR 0001544576-26-000001 filed by RWA 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 75,800 shares
    Change vs previous 13F +45,316 shares

    0.1% of the 13F portfolio, value $8,679,095.

    13F-HR 0001544576-25-000007 filed by RWA 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 30,484 shares
    Change vs previous 13F +2,805 shares

    0.05% of the 13F portfolio, value $3,780,353.

    13F-HR 0001544576-25-000005 filed by RWA 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 27,679 shares
    Change vs previous 13F -5,119 shares

    0.03% of the 13F portfolio, value $2,731,955.

    13F-HR 0001544576-25-000004 filed by RWA 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 32,798 shares
    Change vs previous 13F -2,194 shares

    0.05% of the 13F portfolio, value $3,652,056.

    13F-HR 0001544576-25-000001 filed by RWA 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 34,992 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,365,842.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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