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Disclosery

Perennial Advisors, LLC: DIS position timeline

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

Perennial Advisors, LLC held 62,110 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,110 shares
    Change vs previous 13F -4,469 shares

    0.92% of the 13F portfolio, value $5,978,536.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, 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 66,579 shares
    Change vs previous 13F +858 shares

    1.09% of the 13F portfolio, value $6,416,927.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, 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 65,721 shares
    Change vs previous 13F +3,580 shares

    1.25% of the 13F portfolio, value $7,477,431.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, 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 62,141 shares
    Change vs previous 13F +474 shares

    1.23% of the 13F portfolio, value $7,115,146.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, 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 61,667 shares
    Change vs previous 13F +379 shares

    1.42% of the 13F portfolio, value $7,647,336.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, 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 61,288 shares
    Change vs previous 13F +4,616 shares

    1.21% of the 13F portfolio, value $6,049,129.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, 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 56,672 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $6,310,570.

    13F-HR 0001697360-25-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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