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Disclosery

WEALTH ALLIANCE, LLC: DIS position timeline

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

WEALTH ALLIANCE, LLC held 17,871 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,871 shares
    Change vs previous 13F -1,026 shares

    0.14% of the 13F portfolio, value $1,720,078.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
    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 18,897 shares
    Change vs previous 13F -483 shares

    0.18% of the 13F portfolio, value $1,821,262.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
    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 19,380 shares
    Change vs previous 13F +894 shares

    0.22% of the 13F portfolio, value $2,204,815.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,486 shares
    Change vs previous 13F -1,850 shares

    0.22% of the 13F portfolio, value $2,116,598.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,336 shares
    Change vs previous 13F +1,421 shares

    0.28% of the 13F portfolio, value $2,521,811.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,915 shares
    Change vs previous 13F +842 shares

    0.23% of the 13F portfolio, value $1,866,892.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
    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 18,073 shares
    Change vs previous 13F -1,391 shares

    0.24% of the 13F portfolio, value $2,012,452.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,464 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,872,203.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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