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Disclosery

Grassi Investment Management: DIS position timeline

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

Grassi Investment Management held 58,090 DIS shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 58,090 shares
    Change vs previous 13F -250 shares

    0.57% of the 13F portfolio, value $7,204,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 58,340 shares
    Change vs previous 13F -975 shares

    0.53% of the 13F portfolio, value $5,758,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 59,315 shares
    Change vs previous 13F -100 shares

    0.56% of the 13F portfolio, value $6,605,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 59,415 shares
    Change vs previous 13F -5,851 shares

    0.49% of the 13F portfolio, value $5,715,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 65,266 shares
    Change vs previous 13F -200 shares

    0.57% of the 13F portfolio, value $6,480,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 65,466 shares
    Change vs previous 13F +45,801 shares

    0.72% of the 13F portfolio, value $8,010,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 19,665 shares
    Change vs previous 13F -64,575 shares

    0.19% of the 13F portfolio, value $1,776,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 84,240 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,828,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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