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SWS Partners: DIS position timeline

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

SWS Partners held 18,252 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,252 shares
    Change vs previous 13F -2,207 shares

    0.38% of the 13F portfolio, value $1,770,400.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 20,459 shares
    Change vs previous 13F -167,364 shares

    0.49% of the 13F portfolio, value $1,971,864.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 187,823 shares
    Change vs previous 13F +170,854 shares

    0.52% of the 13F portfolio, value $2,151,950.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 16,969 shares
    Change vs previous 13F +992 shares

    0.47% of the 13F portfolio, value $1,942,900.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 15,977 shares
    Change vs previous 13F +983 shares

    0.53% of the 13F portfolio, value $1,981,416.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 14,994 shares
    Change vs previous 13F -3 shares

    0.49% of the 13F portfolio, value $1,479,916.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 14,997 shares
    Change vs previous 13F +156 shares

    0.51% of the 13F portfolio, value $1,677,281.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 14,841 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,427,554.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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