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LMCG INVESTMENTS, LLC: DIS position timeline

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

LMCG INVESTMENTS, LLC held 112,682 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,682 shares
    Change vs previous 13F +1,211 shares

    0.58% of the 13F portfolio, value $10,845,643.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 111,471 shares
    Change vs previous 13F -21,212 shares

    0.64% of the 13F portfolio, value $10,743,575.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 132,683 shares
    Change vs previous 13F -5,202 shares

    0.86% of the 13F portfolio, value $15,095,345.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 137,885 shares
    Change vs previous 13F -366 shares

    0.93% of the 13F portfolio, value $15,787,832.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 138,251 shares
    Change vs previous 13F -8,742 shares

    1.07% of the 13F portfolio, value $17,144,482.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 146,993 shares
    Change vs previous 13F -7,431 shares

    0.96% of the 13F portfolio, value $14,508,190.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 154,424 shares
    Change vs previous 13F +7,071 shares

    1.05% of the 13F portfolio, value $17,195,159.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 147,353 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $14,173,925.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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