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Disclosery

Portside Wealth Group, LLC: DIS position timeline

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

Portside Wealth Group, LLC held 35,097 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,097 shares
    Change vs previous 13F +1,444 shares

    0.39% of the 13F portfolio, value $3,378,070.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 33,653 shares
    Change vs previous 13F +1,410 shares

    0.44% of the 13F portfolio, value $3,243,460.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 32,243 shares
    Change vs previous 13F +1,868 shares

    0.5% of the 13F portfolio, value $3,668,230.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 30,375 shares
    Change vs previous 13F -2,851 shares

    0.48% of the 13F portfolio, value $3,477,881.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 33,226 shares
    Change vs previous 13F -960 shares

    0.61% of the 13F portfolio, value $4,120,354.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 34,186 shares
    Change vs previous 13F +1,558 shares

    0.55% of the 13F portfolio, value $3,374,215.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 32,628 shares
    Change vs previous 13F +1,102 shares

    0.6% of the 13F portfolio, value $3,633,154.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 31,526 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,032,509.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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