WealthPlan Investment Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on DIS, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 2,286 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,286 sharesChange vs previous 13F +2,286 shares
0.01% of the 13F portfolio, value $219,991.
13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 0 sharesChange vs previous 13F -1,800 shares
13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 ended2025-12-3113F 1,800 sharesChange vs previous 13F -334 shares
0.01% of the 13F portfolio, value $204,803.
13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 2,134 sharesChange vs previous 13F -320 shares
0.02% of the 13F portfolio, value $244,360.
13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 2,454 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $304,324.
13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).