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Disclosery

Marotta Asset Management: DIS position timeline

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

Marotta Asset Management held 2,942 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,942 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $308,627.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,093 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $296,011.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,029 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $292,467.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,029 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $344,593.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,129 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $353,405.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,129 shares
    Change vs previous 13F -618 shares

    0.08% of the 13F portfolio, value $388,010.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,747 shares
    Change vs previous 13F +149 shares

    0.07% of the 13F portfolio, value $360,410.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,598 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $398,715.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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