ORBA Wealth Advisors, L.L.C.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on DIS, newest first. How the timeline and the estimate are built.
ORBA Wealth Advisors, L.L.C. held 2,325 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,325 sharesChange vs previous 13F -1,720 shares
0.19% of the 13F portfolio, value $223,781.
13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,045 sharesChange vs previous 13F -200 shares
0.46% of the 13F portfolio, value $389,858.
13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,245 sharesChange vs previous 13F -453 shares
0.42% of the 13F portfolio, value $482,953.
13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,698 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $537,865.
13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,698 sharesChange vs previous 13F +590 shares
0.53% of the 13F portfolio, value $582,539.
13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,108 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $405,413.
13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,108 sharesChange vs previous 13F -100 shares
0.24% of the 13F portfolio, value $457,372.
13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,208 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $404,721.
13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).