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Disclosery

HB Wealth Management, LLC: DIS position timeline

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

HB Wealth Management, LLC held 105,682 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,682 shares
    Change vs previous 13F +11,074 shares

    0.06% of the 13F portfolio, value $10,171,920.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 94,608 shares
    Change vs previous 13F +10,505 shares

    0.06% of the 13F portfolio, value $9,118,329.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 84,103 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $9,568,490.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 84,252 shares
    Change vs previous 13F +16,815 shares

    0.07% of the 13F portfolio, value $9,646,938.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 67,437 shares
    Change vs previous 13F -18,378 shares

    0.07% of the 13F portfolio, value $8,362,960.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 85,815 shares
    Change vs previous 13F +38,647 shares

    0.07% of the 13F portfolio, value $8,469,991.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 47,168 shares
    Change vs previous 13F +1,692 shares

    0.05% of the 13F portfolio, value $5,252,185.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 45,476 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,374,359.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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