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
- period ended2026-09-3013F 8,798 sharesChange 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 - period ended2026-06-3013F 8,840 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,841 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,916 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,815 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,857 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,016 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).