Carson Advisory Inc.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on DIS, newest first. How the timeline and the estimate are built.
Carson Advisory Inc. held 4,200 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,200 sharesChange vs previous 13F -285 shares
0.19% of the 13F portfolio, value $404,234.
13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,485 sharesChange vs previous 13F +1,503 shares
0.22% of the 13F portfolio, value $432,249.
13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,982 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $339,277.
13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,982 sharesChange vs previous 13F -298 shares
0.18% of the 13F portfolio, value $341,454.
13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,280 sharesChange vs previous 13F -494 shares
0.26% of the 13F portfolio, value $406,811.
13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,774 sharesChange vs previous 13F -26 shares
0.25% of the 13F portfolio, value $372,466.
13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,800 sharesChange vs previous 13F -1,343 shares
0.29% of the 13F portfolio, value $423,117.
13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,143 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $494,750.
13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).