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Disclosery

HCR Wealth Advisors: DIS position timeline

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

HCR Wealth Advisors held 23,383 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,383 shares
    Change vs previous 13F +1,359 shares

    0.2% of the 13F portfolio, value $2,250,664.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 22,024 shares
    Change vs previous 13F +738 shares

    0.22% of the 13F portfolio, value $2,122,709.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 21,286 shares
    Change vs previous 13F +1,350 shares

    0.24% of the 13F portfolio, value $2,421,790.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 19,936 shares
    Change vs previous 13F +142 shares

    0.23% of the 13F portfolio, value $2,235,703.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 19,794 shares
    Change vs previous 13F +65 shares

    0.29% of the 13F portfolio, value $2,454,703.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 19,729 shares
    Change vs previous 13F +35 shares

    0.25% of the 13F portfolio, value $1,947,331.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 19,694 shares
    Change vs previous 13F +1,368 shares

    0.27% of the 13F portfolio, value $2,192,948.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 18,326 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,762,796.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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