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Disclosery

Clearstead Advisors, LLC: DIS position timeline

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

Clearstead Advisors, LLC held 66,564 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,564 shares
    Change vs previous 13F -10,578 shares

    0.06% of the 13F portfolio, value $6,406,735.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 77,142 shares
    Change vs previous 13F +16,981 shares

    0.07% of the 13F portfolio, value $7,434,967.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 60,161 shares
    Change vs previous 13F +1,266 shares

    0.09% of the 13F portfolio, value $6,844,495.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 58,895 shares
    Change vs previous 13F +263 shares

    0.1% of the 13F portfolio, value $6,743,469.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 58,632 shares
    Change vs previous 13F +11,048 shares

    0.1% of the 13F portfolio, value $7,270,985.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 47,584 shares
    Change vs previous 13F -407 shares

    0.07% of the 13F portfolio, value $4,696,624.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 47,991 shares
    Change vs previous 13F -12,845 shares

    0.08% of the 13F portfolio, value $5,343,795.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 60,836 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,851,793.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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