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ANGELES WEALTH MANAGEMENT, LLC: DIS position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 11,054 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,054 shares
    Change vs previous 13F +57 shares

    0.05% of the 13F portfolio, value $1,072,250.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 10,997 shares
    Change vs previous 13F -405 shares

    0.06% of the 13F portfolio, value $1,059,850.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 11,402 shares
    Change vs previous 13F +917 shares

    0.07% of the 13F portfolio, value $1,305,395.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 10,485 shares
    Change vs previous 13F +228 shares

    0.07% of the 13F portfolio, value $1,200,561.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 10,257 shares
    Change vs previous 13F +424 shares

    0.09% of the 13F portfolio, value $1,272,002.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 9,833 shares
    Change vs previous 13F -4,429 shares

    0.08% of the 13F portfolio, value $970,542.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 9,833 shares

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

  7. period ended2024-12-31
    13F 14,262 shares
    Change vs previous 13F +1,442 shares

    0.05% of the 13F portfolio, value $1,590,127.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 4,236 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 10,026 shares

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

  8. period ended2024-09-30
    13F 12,820 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,233,156.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 4,216 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 8,604 shares

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