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Disclosery

Concord Wealth Partners: DIS position timeline

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

Concord Wealth Partners held 62,005 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,005 shares
    Change vs previous 13F +6,022 shares

    0.39% of the 13F portfolio, value $5,968,007.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 32,380 shares
    • Concord Asset Management, LLC/VA: 29,625 shares

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

  2. period ended2026-03-31
    13F 55,983 shares
    Change vs previous 13F +3,526 shares

    0.4% of the 13F portfolio, value $5,395,668.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,087 shares
    • Concord Asset Management, LLC/VA: 26,896 shares

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

  3. period ended2025-12-31
    13F 52,457 shares
    Change vs previous 13F +2,831 shares

    0.44% of the 13F portfolio, value $5,968,018.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,347 shares
    • Concord Asset Management, LLC/VA: 25,110 shares

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

  4. period ended2025-09-30
    13F 49,626 shares
    Change vs previous 13F +18,316 shares

    0.45% of the 13F portfolio, value $5,682,169.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 25,592 shares
    • Concord Asset Management, LLC/VA: 24,034 shares

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

  5. period ended2025-06-30
    13F 31,310 shares
    Change vs previous 13F +5,487 shares

    0.29% of the 13F portfolio, value $3,882,696.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 15,655 shares
    • Concord Asset Management, LLC/VA: 15,655 shares

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

  6. period ended2025-03-31
    13F 25,823 shares
    Change vs previous 13F +23,380 shares

    0.23% of the 13F portfolio, value $2,399,966.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,787 shares
    • Concord Asset Management, LLC/VA: 13,036 shares

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

  7. period ended2024-12-31
    13F 2,443 shares
    Change vs previous 13F -308 shares

    0.04% of the 13F portfolio, value $272,080.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 2,751 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $264,664.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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