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Robertson Stephens Wealth Management, LLC: DIS position timeline

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

Robertson Stephens Wealth Management, LLC held 12,177 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,177 shares
    Change vs previous 13F -2,973 shares

    0.03% of the 13F portfolio, value $1,181,158.

    13F-HR 0001172661-26-002897 filed by Robertson Stephens 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 15,150 shares
    Change vs previous 13F +1,078 shares

    0.04% of the 13F portfolio, value $1,460,146.

    13F-HR 0001172661-26-001551 filed by Robertson Stephens 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 14,072 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $1,611,631.

    13F-HR 0001172661-26-000416 filed by Robertson Stephens 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 14,136 shares
    Change vs previous 13F -1,317 shares

    0.05% of the 13F portfolio, value $1,618,594.

    13F-HR 0001172661-25-004717 filed by Robertson Stephens 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 15,453 shares
    Change vs previous 13F -1,646 shares

    0.07% of the 13F portfolio, value $1,924,245.

    13F-HR 0001172661-25-002703 filed by Robertson Stephens 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 17,099 shares
    Change vs previous 13F -515 shares

    0.06% of the 13F portfolio, value $1,687,697.

    13F-HR 0001172661-25-001510 filed by Robertson Stephens 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 17,614 shares
    Change vs previous 13F -1,136 shares

    0.07% of the 13F portfolio, value $1,970,120.

    13F-HR 0001172661-25-000364 filed by Robertson Stephens 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 18,750 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,803,588.

    13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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