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BFSG, LLC: DIS position timeline

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

BFSG, LLC held 2,429 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,429 shares
    Change vs previous 13F -290 shares

    0.02% of the 13F portfolio, value $233,790.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 2,719 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $262,056.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 2,684 shares
    Change vs previous 13F -69,243 shares

    0.03% of the 13F portfolio, value $305,326.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 71,927 shares
    Change vs previous 13F +23,816 shares

    0.8% of the 13F portfolio, value $8,235,609.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 48,111 shares
    Change vs previous 13F -104 shares

    0.67% of the 13F portfolio, value $5,966,189.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 48,215 shares
    Change vs previous 13F +539 shares

    0.58% of the 13F portfolio, value $4,758,776.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 47,676 shares
    Change vs previous 13F +27,212 shares

    0.62% of the 13F portfolio, value $5,308,763.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 20,464 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,968,467.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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