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CAPTRUST FINANCIAL ADVISORS: DIS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 333,976 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,976 shares
    Change vs previous 13F +14,941 shares

    0.05% of the 13F portfolio, value $32,145,148.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 319,035 shares
    Change vs previous 13F +27,503 shares

    0.05% of the 13F portfolio, value $30,074,310.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 291,532 shares
    Change vs previous 13F +26,765 shares

    0.06% of the 13F portfolio, value $32,372,552.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 264,767 shares
    Change vs previous 13F -6,249 shares

    0.06% of the 13F portfolio, value $30,315,777.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 271,016 shares
    Change vs previous 13F +8,945 shares

    0.07% of the 13F portfolio, value $33,608,714.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 262,071 shares
    Change vs previous 13F +16,104 shares

    0.06% of the 13F portfolio, value $25,866,378.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 245,967 shares
    Change vs previous 13F +12,277 shares

    0.08% of the 13F portfolio, value $27,388,418.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 233,690 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $22,478,670.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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