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Disclosery

EP Wealth Advisors, LLC: DIS position timeline

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

EP Wealth Advisors, LLC held 87,040 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,040 shares
    Change vs previous 13F +2,411 shares

    0.03% of the 13F portfolio, value $8,377,600.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 84,629 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $8,156,528.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 84,535 shares
    Change vs previous 13F -3,977 shares

    0.05% of the 13F portfolio, value $9,617,591.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 88,512 shares
    Change vs previous 13F -3,079 shares

    0.07% of the 13F portfolio, value $10,976,356.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 91,591 shares
    Change vs previous 13F -387,292 shares

    0.07% of the 13F portfolio, value $9,040,054.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 478,883 shares
    Change vs previous 13F -15,749 shares

    0.44% of the 13F portfolio, value $53,323,615.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 494,632 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $47,578,630.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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