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B. Riley Wealth Advisors, Inc.: DIS position timeline

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

B. Riley Wealth Advisors, Inc. held 18,861 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,861 shares
    Change vs previous 13F +4,951 shares

    0.08% of the 13F portfolio, value $1,978,468.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,910 shares
    Change vs previous 13F -566 shares

    0.07% of the 13F portfolio, value $1,371,966.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,476 shares
    Change vs previous 13F -5,268 shares

    0.09% of the 13F portfolio, value $1,365,372.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,744 shares
    Change vs previous 13F -1,151 shares

    0.11% of the 13F portfolio, value $2,246,248.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,895 shares
    Change vs previous 13F -1,606 shares

    0.11% of the 13F portfolio, value $2,392,457.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,501 shares
    Change vs previous 13F -18,523 shares

    0.14% of the 13F portfolio, value $2,790,333.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,024 shares
    Change vs previous 13F +5,160 shares

    0.12% of the 13F portfolio, value $4,049,142.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 35,864 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,011,296.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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