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Disclosery

AE Wealth Management LLC: DIS position timeline

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

AE Wealth Management LLC held 103,350 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,350 shares
    Change vs previous 13F +16,463 shares

    0.05% of the 13F portfolio, value $9,947,553.

    13F-HR 0001697723-26-000007 filed by AE 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 86,887 shares
    Change vs previous 13F -165,146 shares

    0.05% of the 13F portfolio, value $8,374,336.

    13F-HR 0001697723-26-000006 filed by AE 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 252,033 shares
    Change vs previous 13F +52,475 shares

    0.16% of the 13F portfolio, value $28,673,947.

    13F-HR 0001697723-26-000001 filed by AE 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 199,558 shares
    Change vs previous 13F +22,176 shares

    0.15% of the 13F portfolio, value $22,849,348.

    13F-HR 0001697723-25-000007 filed by AE 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 177,382 shares
    Change vs previous 13F +115,265 shares

    0.16% of the 13F portfolio, value $21,997,012.

    13F-HR 0001697723-25-000004 filed by AE 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 62,117 shares
    Change vs previous 13F -11,334 shares

    0.05% of the 13F portfolio, value $6,130,944.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 73,451 shares
    Change vs previous 13F -7,022 shares

    0.07% of the 13F portfolio, value $8,178,867.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 80,473 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,740,703.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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