Skip to content
Disclosery

Nelson Capital Management, LLC: DIS position timeline

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

Nelson Capital Management, LLC held 38,485 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,485 shares
    Change vs previous 13F +314 shares

    0.41% of the 13F portfolio, value $3,704,238.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 38,171 shares
    Change vs previous 13F +1,344 shares

    0.45% of the 13F portfolio, value $3,678,921.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 36,827 shares
    Change vs previous 13F +1,465 shares

    0.49% of the 13F portfolio, value $4,189,865.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 35,362 shares
    Change vs previous 13F +1,504 shares

    0.48% of the 13F portfolio, value $4,048,949.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, 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 33,858 shares
    Change vs previous 13F +2,749 shares

    0.56% of the 13F portfolio, value $4,198,731.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, 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 31,109 shares
    Change vs previous 13F +7,694 shares

    0.53% of the 13F portfolio, value $3,070,459.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, 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 23,415 shares
    Change vs previous 13F +352 shares

    0.43% of the 13F portfolio, value $2,607,298.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, 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 23,063 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,218,430.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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