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Capital Asset Advisory Services LLC: DIS position timeline

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

Capital Asset Advisory Services LLC held 62,293 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,293 shares
    Change vs previous 13F +6,622 shares

    0.22% of the 13F portfolio, value $5,995,727.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 55,671 shares
    Change vs previous 13F +7,621 shares

    0.23% of the 13F portfolio, value $5,917,833.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 48,050 shares
    Change vs previous 13F +1,822 shares

    0.22% of the 13F portfolio, value $5,505,145.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 46,228 shares
    Change vs previous 13F +1,025 shares

    0.23% of the 13F portfolio, value $5,293,068.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 45,203 shares
    Change vs previous 13F +2,573 shares

    0.26% of the 13F portfolio, value $5,582,081.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 42,630 shares
    Change vs previous 13F +1,835 shares

    0.21% of the 13F portfolio, value $4,172,619.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 40,795 shares
    Change vs previous 13F +809 shares

    0.22% of the 13F portfolio, value $4,534,826.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 39,986 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,699,061.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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