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Perigon Wealth Management, LLC: DIS position timeline

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

Perigon Wealth Management, LLC held 79,565 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,565 shares
    Change vs previous 13F -1,325 shares

    0.12% of the 13F portfolio, value $7,658,137.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth 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 80,890 shares
    Change vs previous 13F -4,905 shares

    0.14% of the 13F portfolio, value $7,796,157.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth 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 85,795 shares
    Change vs previous 13F -1,140 shares

    0.17% of the 13F portfolio, value $9,760,939.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth 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 86,935 shares
    Change vs previous 13F +4,938 shares

    0.2% of the 13F portfolio, value $9,954,028.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth 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 81,997 shares
    Change vs previous 13F -962 shares

    0.24% of the 13F portfolio, value $10,168,387.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth 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 82,959 shares
    Change vs previous 13F +1,037 shares

    0.21% of the 13F portfolio, value $8,188,048.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth 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 81,922 shares
    Change vs previous 13F -4,753 shares

    0.21% of the 13F portfolio, value $8,721,456.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth 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 86,675 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $8,337,268.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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