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Disclosery

Carl P. Sherr & Co., LLC: DIS position timeline

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

Carl P. Sherr & Co., LLC held 7,267 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,267 shares
    Change vs previous 13F -200 shares

    0.29% of the 13F portfolio, value $699,412.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 7,467 shares
    Change vs previous 13F -895 shares

    0.34% of the 13F portfolio, value $719,633.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 8,362 shares
    Change vs previous 13F -1,688 shares

    0.42% of the 13F portfolio, value $943,191.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 10,050 shares
    Change vs previous 13F -359 shares

    0.55% of the 13F portfolio, value $1,150,683.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 10,409 shares
    Change vs previous 13F -113 shares

    0.65% of the 13F portfolio, value $1,290,763.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 10,522 shares
    Change vs previous 13F -1,023 shares

    0.57% of the 13F portfolio, value $1,038,476.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 11,545 shares
    Change vs previous 13F -309 shares

    0.68% of the 13F portfolio, value $1,285,572.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 11,854 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,140,268.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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