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Journey Advisory Group, LLC: DIS position timeline

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

Journey Advisory Group, LLC held 10,242 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,242 shares
    Change vs previous 13F +1,082 shares

    0.08% of the 13F portfolio, value $985,988.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 9,160 shares
    Change vs previous 13F -838 shares

    0.08% of the 13F portfolio, value $906,183.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 9,998 shares
    Change vs previous 13F +385 shares

    0.1% of the 13F portfolio, value $1,141,493.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, 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 9,613 shares
    Change vs previous 13F -1,431 shares

    0.08% of the 13F portfolio, value $1,100,699.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, 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 11,044 shares
    Change vs previous 13F -289 shares

    0.11% of the 13F portfolio, value $1,369,575.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, 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 11,333 shares
    Change vs previous 13F -1,522 shares

    0.09% of the 13F portfolio, value $1,118,574.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, 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 12,855 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,276,375.

    13F-HR 0001765380-25-000042 filed by Journey Advisory Group, 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 12,855 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,276,375.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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