TWIN PEAKS WEALTH ADVISORS, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN PEAKS WEALTH ADVISORS, LLC on DIS, newest first. How the timeline and the estimate are built.
TWIN PEAKS WEALTH ADVISORS, LLC held 2,232 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,232 sharesChange vs previous 13F +238 shares
0.05% of the 13F portfolio, value $214,840.
13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, 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 1,994 sharesChange vs previous 13F -168 shares
0.05% of the 13F portfolio, value $192,135.
13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, 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 2,162 sharesChange vs previous 13F +32 shares
0.07% of the 13F portfolio, value $231,564.
13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 2,130 sharesChange vs previous 13F -58 shares
0.08% of the 13F portfolio, value $243,879.
13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, 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 2,188 sharesChange vs previous 13F +2,188 shares
0.08% of the 13F portfolio, value $248,814.
13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, 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 0 sharesChange vs previous 13F -2,481 shares
13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,481 sharesChange vs previous 13F +82 shares
0.12% of the 13F portfolio, value $276,267.
13F-HR 0001986152-25-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,399 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $230,841.
13F-HR 0001085146-24-005166 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).