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Disclosery

Independent Advisor Alliance: DIS position timeline

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

Independent Advisor Alliance held 51,235 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,235 shares
    Change vs previous 13F -4,587 shares

    0.12% of the 13F portfolio, value $4,931,427.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 55,822 shares
    Change vs previous 13F -6,394 shares

    0.06% of the 13F portfolio, value $5,380,109.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 62,216 shares
    Change vs previous 13F +1,763 shares

    0.17% of the 13F portfolio, value $7,078,272.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 60,453 shares
    Change vs previous 13F +1,750 shares

    0.18% of the 13F portfolio, value $6,921,934.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 58,703 shares
    Change vs previous 13F -1,790 shares

    0.21% of the 13F portfolio, value $7,279,835.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 60,493 shares
    Change vs previous 13F +3,605 shares

    0.2% of the 13F portfolio, value $5,970,716.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 56,888 shares
    Change vs previous 13F -886 shares

    0.08% of the 13F portfolio, value $6,334,449.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 57,774 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,557,237.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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