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IEQ CAPITAL, LLC: DIS position timeline

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

IEQ CAPITAL, LLC held 45,846 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,846 shares
    Change vs previous 13F -89,654 shares

    0.02% of the 13F portfolio, value $4,412,680.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 135,500 shares
    Change vs previous 13F +27,058 shares

    0.06% of the 13F portfolio, value $13,059,466.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 108,442 shares
    Change vs previous 13F +37,754 shares

    0.04% of the 13F portfolio, value $12,337,482.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 70,688 shares
    Change vs previous 13F -45,071 shares

    0.02% of the 13F portfolio, value $8,093,797.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 115,759 shares
    Change vs previous 13F +11,304 shares

    0.09% of the 13F portfolio, value $14,355,248.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 104,455 shares
    Change vs previous 13F +9,286 shares

    0.08% of the 13F portfolio, value $10,309,790.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 95,169 shares
    Change vs previous 13F -71,249 shares

    0.1% of the 13F portfolio, value $10,597,036.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 166,418 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $16,007,762.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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