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Ascentis Wealth Management, LLC: DIS position timeline

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

Ascentis Wealth Management, LLC held 2,757 DIS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,757 shares
    Change vs previous 13F -12,613 shares

    0.04% of the 13F portfolio, value $265,371.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 2,757 shares

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

  2. period ended2026-03-31
    13F 15,370 shares
    Change vs previous 13F +7,944 shares

    0.08% of the 13F portfolio, value $1,481,484.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,613 shares
    • Ascentis Wealth Management, LLC: 2,757 shares

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

  3. period ended2025-12-31
    13F 7,426 shares
    Change vs previous 13F -203 shares

    0.08% of the 13F portfolio, value $844,917.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,669 shares
    • Ascentis Wealth Management, LLC: 2,757 shares

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

  4. period ended2025-09-30
    13F 7,629 shares
    Change vs previous 13F +1,937 shares

    0.08% of the 13F portfolio, value $873,581.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,872 shares
    • Ascentis Wealth Management, LLC: 2,757 shares

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

  5. period ended2025-06-30
    13F 5,692 shares
    Change vs previous 13F +233 shares

    0.07% of the 13F portfolio, value $705,907.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,682 shares
    • Ascentis Wealth Management, LLC: 10 shares

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

  6. period ended2025-03-31
    13F 5,459 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $538,830.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,449 shares
    • Ascentis Wealth Management, LLC: 10 shares

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

  7. period ended2024-12-31
    13F 5,470 shares
    Change vs previous 13F -842 shares

    0.12% of the 13F portfolio, value $609,115.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 6,312 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $607,149.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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