Strategic Family Wealth Counselors, L.L.C.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Family Wealth Counselors, L.L.C. on DIS, newest first. How the timeline and the estimate are built.
Strategic Family Wealth Counselors, L.L.C. held 8,425 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,425 sharesChange vs previous 13F -179 shares
0.19% of the 13F portfolio, value $810,889.
13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,604 sharesChange vs previous 13F -3,042 shares
0.22% of the 13F portfolio, value $829,236.
13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,646 sharesChange vs previous 13F +3,060 shares
0.29% of the 13F portfolio, value $1,284,994.
13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,586 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $983,067.
13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,586 sharesChange vs previous 13F +87 shares
0.3% of the 13F portfolio, value $1,064,715.
13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,499 sharesChange vs previous 13F +589 shares
0.27% of the 13F portfolio, value $838,824.
13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,910 sharesChange vs previous 13F -20 shares
0.29% of the 13F portfolio, value $880,745.
13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,930 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $762,758.
13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).