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Disclosery

SteelPeak Wealth, LLC: DIS position timeline

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

SteelPeak Wealth, LLC held 34,436 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,436 shares
    Change vs previous 13F -5,246 shares

    0.09% of the 13F portfolio, value $3,340,284.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, 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 39,682 shares
    Change vs previous 13F +25,604 shares

    0.12% of the 13F portfolio, value $3,824,594.

    13F-HR 0001801868-26-000002 filed by SteelPeak 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 ended2025-12-31
    13F 14,078 shares
    Change vs previous 13F -3,165 shares

    0.05% of the 13F portfolio, value $1,611,950.

    13F-HR 0001801868-26-000001 filed by SteelPeak 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 ended2025-09-30
    13F 17,243 shares
    Change vs previous 13F +1,836 shares

    0.07% of the 13F portfolio, value $1,974,297.

    13F-HR 0001801868-25-000003 filed by SteelPeak 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 ended2025-06-30
    13F 15,407 shares
    Change vs previous 13F -357 shares

    0.07% of the 13F portfolio, value $1,910,632.

    13F-HR 0001221073-25-000064 filed by SteelPeak 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 ended2025-03-31
    13F 15,764 shares
    Change vs previous 13F +1,643 shares

    0.07% of the 13F portfolio, value $1,555,884.

    13F-HR 0001221073-25-000042 filed by SteelPeak 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 ended2024-12-31
    13F 14,121 shares
    Change vs previous 13F +149 shares

    0.07% of the 13F portfolio, value $1,579,777.

    13F-HR 0001221073-25-000006 filed by SteelPeak 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 ended2024-09-30
    13F 13,972 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,343,991.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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