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Ballentine Partners, LLC: DIS position timeline

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

Ballentine Partners, LLC held 22,289 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,289 shares
    Change vs previous 13F -1,051 shares

    0.03% of the 13F portfolio, value $2,145,321.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 23,340 shares
    Change vs previous 13F -2,179 shares

    0.03% of the 13F portfolio, value $2,249,678.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 25,519 shares
    Change vs previous 13F -299 shares

    0.04% of the 13F portfolio, value $2,903,153.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 25,818 shares
    Change vs previous 13F -445 shares

    0.04% of the 13F portfolio, value $2,956,012.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 26,263 shares
    Change vs previous 13F -665 shares

    0.05% of the 13F portfolio, value $3,256,714.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 26,928 shares
    Change vs previous 13F +283 shares

    0.05% of the 13F portfolio, value $2,657,665.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 26,645 shares
    Change vs previous 13F +2,251 shares

    0.05% of the 13F portfolio, value $2,966,775.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 24,394 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,346,333.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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