Skip to content

Successful Portfolios LLC: DIS position timeline

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

Successful Portfolios LLC held 8,798 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,798 shares
    Change vs previous 13F -42 shares

    0.42% of the 13F portfolio, value $911,239.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,840 shares
    Change vs previous 13F -1 shares

    0.39% of the 13F portfolio, value $845,613.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,841 shares
    Change vs previous 13F +171 shares

    0.47% of the 13F portfolio, value $850,985.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,670 shares
    Change vs previous 13F -246 shares

    0.51% of the 13F portfolio, value $1,004,700.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,916 shares
    Change vs previous 13F +101 shares

    0.6% of the 13F portfolio, value $1,020,902.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,815 shares
    Change vs previous 13F -42 shares

    0.67% of the 13F portfolio, value $1,093,109.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,857 shares
    Change vs previous 13F -159 shares

    0.59% of the 13F portfolio, value $874,155.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,016 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,003,896.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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