SHEETS SMITH WEALTH MANAGEMENT: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on DIS, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 3,526 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,526 sharesChange vs previous 13F -1 shares
0.03% of the 13F portfolio, value $339,349.
13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,527 sharesChange vs previous 13F +475 shares
0.04% of the 13F portfolio, value $339,903.
13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,052 sharesChange vs previous 13F -711 shares
0.04% of the 13F portfolio, value $347,239.
13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,763 sharesChange vs previous 13F +3 shares
0.05% of the 13F portfolio, value $430,876.
13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,760 sharesChange vs previous 13F -95 shares
0.05% of the 13F portfolio, value $466,331.
13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,855 sharesChange vs previous 13F -7,989 shares
0.05% of the 13F portfolio, value $380,531.
13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,844 sharesChange vs previous 13F +55 shares
0.16% of the 13F portfolio, value $1,318,791.
13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,789 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,133,950.
13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).