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HoyleCohen, LLC: DIS position timeline

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

HoyleCohen, LLC held 52,255 DIS shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 52,255 shares
    Change vs previous 13F +654 shares

    0.39% of the 13F portfolio, value $5,188,375.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 51,601 shares
    Change vs previous 13F -1,640 shares

    0.48% of the 13F portfolio, value $6,313,877.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 53,241 shares
    Change vs previous 13F +679 shares

    0.39% of the 13F portfolio, value $4,807,144.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 52,562 shares
    Change vs previous 13F -1,782 shares

    0.4% of the 13F portfolio, value $4,260,163.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 54,344 shares
    Change vs previous 13F -1,545 shares

    0.43% of the 13F portfolio, value $4,851,840.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 55,889 shares
    Change vs previous 13F +701 shares

    0.52% of the 13F portfolio, value $5,596,174.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 55,188 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,794,740.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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