Skip to content
Disclosery

Klingman & Associates, LLC: DIS position timeline

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

Klingman & Associates, LLC held 10,162 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,162 shares
    Change vs previous 13F +3,585 shares

    0.04% of the 13F portfolio, value $978,093.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 6,577 shares
    Change vs previous 13F +178 shares

    0.03% of the 13F portfolio, value $633,892.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 6,399 shares
    Change vs previous 13F -647 shares

    0.04% of the 13F portfolio, value $728,015.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 7,046 shares
    Change vs previous 13F +352 shares

    0.04% of the 13F portfolio, value $806,767.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 6,694 shares
    Change vs previous 13F +744 shares

    0.05% of the 13F portfolio, value $830,123.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 5,950 shares
    Change vs previous 13F -218 shares

    0.04% of the 13F portfolio, value $587,265.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 6,168 shares
    Change vs previous 13F -1,539 shares

    0.04% of the 13F portfolio, value $686,807.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 7,707 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $741,337.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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