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Arete Wealth Advisors, LLC: DIS position timeline

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

Arete Wealth Advisors, LLC held 458,881 DIS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 458,881 shares
    Change vs previous 13F +589 shares

    2.92% of the 13F portfolio, value $44,167,344.

    13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, 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/A 458,292 shares
    Change vs previous 13F -2,146 shares

    3.31% of the 13F portfolio, value $44,144,184.

    13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, 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/A 460,438 shares
    Change vs previous 13F +131,547 shares

    3.63% of the 13F portfolio, value $52,384,069.

    13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, 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 328,891 shares
    Change vs previous 13F +2,404 shares

    2.36% of the 13F portfolio, value $37,646,000.

    13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, 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 326,487 shares
    Change vs previous 13F -3,000 shares

    2.87% of the 13F portfolio, value $40,419,000.

    13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, 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 329,487 shares
    Change vs previous 13F +445 shares

    2.48% of the 13F portfolio, value $32,520,000.

    13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, 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 329,042 shares
    Change vs previous 13F +1,873 shares

    2.64% of the 13F portfolio, value $36,616,000.

    13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, 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/A 327,169 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $31,387,000.

    13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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