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Disclosery

NewEdge Wealth, LLC: DIS position timeline

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

NewEdge Wealth, LLC held 16,200 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,200 shares
    Change vs previous 13F -1,622 shares

    0.02% of the 13F portfolio, value $1,559,280.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 17,822 shares
    Change vs previous 13F -10,352 shares

    0.02% of the 13F portfolio, value $1,717,714.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 28,174 shares
    Change vs previous 13F +13,103 shares

    0.04% of the 13F portfolio, value $3,205,378.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 15,071 shares
    Change vs previous 13F +1,637 shares

    0.02% of the 13F portfolio, value $1,678,281.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 13,434 shares
    Change vs previous 13F -1,647 shares

    0.02% of the 13F portfolio, value $1,516,399.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 15,081 shares
    Change vs previous 13F -627 shares

    0.03% of the 13F portfolio, value $1,488,492.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 15,708 shares
    Change vs previous 13F +1,926 shares

    0.03% of the 13F portfolio, value $1,749,067.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 13,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,325,703.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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