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Cape Investment Advisory, Inc.: DIS position timeline

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

Cape Investment Advisory, Inc. held 13,666 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 13,666 shares
    Change vs previous 13F -1,267 shares

    0.37% of the 13F portfolio, value $1,433,486.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,933 shares
    Change vs previous 13F -600 shares

    0.38% of the 13F portfolio, value $1,437,248.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, 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 15,533 shares
    Change vs previous 13F -46 shares

    0.5% of the 13F portfolio, value $1,497,017.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, 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 15,579 shares
    Change vs previous 13F +149 shares

    0.55% of the 13F portfolio, value $1,772,359.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, 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 15,430 shares
    Change vs previous 13F +636 shares

    1.74% of the 13F portfolio, value $1,766,637.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, 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 14,794 shares
    Change vs previous 13F +573 shares

    0.67% of the 13F portfolio, value $1,834,548.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, 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 14,221 shares
    Change vs previous 13F -246 shares

    0.56% of the 13F portfolio, value $1,403,648.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, 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 14,467 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,610,894.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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