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Disclosery

Point Windward Advisors Inc.: DIS position timeline

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

Point Windward Advisors Inc. held 30,445 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,445 shares
    Change vs previous 13F -45 shares

    1.3% of the 13F portfolio, value $2,930,309.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    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 30,490 shares
    Change vs previous 13F +750 shares

    1.47% of the 13F portfolio, value $2,938,604.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    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 29,740 shares
    Change vs previous 13F -2,597 shares

    1.62% of the 13F portfolio, value $3,383,493.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    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 32,337 shares
    Change vs previous 13F -4,775 shares

    1.73% of the 13F portfolio, value $3,702,560.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    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 37,112 shares
    Change vs previous 13F -11,464 shares

    2.07% of the 13F portfolio, value $4,602,230.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    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 48,576 shares
    Change vs previous 13F -1,085 shares

    1.91% of the 13F portfolio, value $4,794,428.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    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 49,661 shares
    Change vs previous 13F -670 shares

    2.07% of the 13F portfolio, value $5,529,759.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    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 50,331 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,841,345.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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