KELLEHER FINANCIAL ADVISORS: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLEHER FINANCIAL ADVISORS on DIS, newest first. How the timeline and the estimate are built.
KELLEHER FINANCIAL ADVISORS held 7,616 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,616 sharesChange vs previous 13F +3,825 shares
0.1% of the 13F portfolio, value $732,968.
13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,791 sharesChange vs previous 13F +56 shares
0.1% of the 13F portfolio, value $379,348.
13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,735 sharesChange vs previous 13F +3,131 shares
0.1% of the 13F portfolio, value $424,889.
13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 604 sharesChange vs previous 13F -2,582 shares
0.02% of the 13F portfolio, value $69,158.
13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,186 sharesChange vs previous 13F -1,546 shares
0.14% of the 13F portfolio, value $395,057.
13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,732 sharesChange vs previous 13F +204 shares
0.19% of the 13F portfolio, value $467,090.
13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,528 sharesChange vs previous 13F -117 shares
0.19% of the 13F portfolio, value $504,144.
13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,645 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $446,762.
13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).