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Disclosery

Stone Summit Wealth LLC: DIS position timeline

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

Stone Summit Wealth LLC held 6,485 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,485 shares
    Change vs previous 13F -605 shares

    0.16% of the 13F portfolio, value $624,181.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 7,090 shares
    Change vs previous 13F -5,006 shares

    0.19% of the 13F portfolio, value $683,334.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 12,096 shares
    Change vs previous 13F -2,094 shares

    0.37% of the 13F portfolio, value $1,376,162.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 14,190 shares
    Change vs previous 13F -737 shares

    0.46% of the 13F portfolio, value $1,624,755.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 14,927 shares
    Change vs previous 13F -357 shares

    0.57% of the 13F portfolio, value $1,851,097.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 15,284 shares
    Change vs previous 13F -22 shares

    0.51% of the 13F portfolio, value $1,508,531.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 15,306 shares
    Change vs previous 13F -940 shares

    0.57% of the 13F portfolio, value $1,704,323.

    13F-HR 0001667731-25-000149 filed by Stone Summit 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 16,246 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,562,703.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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