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Bleakley Financial Group, LLC: DIS position timeline

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

Bleakley Financial Group, LLC held 98,861 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,861 shares
    Change vs previous 13F +8,636 shares

    0.12% of the 13F portfolio, value $9,515,377.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 90,225 shares
    Change vs previous 13F +2,221 shares

    0.14% of the 13F portfolio, value $8,695,856.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 88,004 shares
    Change vs previous 13F +12,389 shares

    0.17% of the 13F portfolio, value $10,012,249.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 75,615 shares
    Change vs previous 13F +5,087 shares

    0.2% of the 13F portfolio, value $8,657,908.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 70,528 shares
    Change vs previous 13F -19,537 shares

    0.22% of the 13F portfolio, value $8,746,127.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 90,065 shares
    Change vs previous 13F +3,339 shares

    0.29% of the 13F portfolio, value $8,889,447.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 86,726 shares
    Change vs previous 13F +3,002 shares

    0.29% of the 13F portfolio, value $9,656,941.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 83,724 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,053,411.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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