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Sequoia Financial Advisors, LLC: DIS position timeline

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

Sequoia Financial Advisors, LLC held 110,593 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,593 shares
    Change vs previous 13F -7,360 shares

    0.05% of the 13F portfolio, value $10,644,610.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 117,953 shares
    Change vs previous 13F -11,552 shares

    0.06% of the 13F portfolio, value $11,368,287.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 129,505 shares
    Change vs previous 13F +21,019 shares

    0.08% of the 13F portfolio, value $14,733,782.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 108,486 shares
    Change vs previous 13F -381 shares

    0.08% of the 13F portfolio, value $12,421,603.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 108,867 shares
    Change vs previous 13F +4,701 shares

    0.09% of the 13F portfolio, value $13,500,611.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 104,166 shares
    Change vs previous 13F -7,227 shares

    0.08% of the 13F portfolio, value $10,281,171.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 111,393 shares
    Change vs previous 13F +1,696 shares

    0.12% of the 13F portfolio, value $12,403,602.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 109,697 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,551,722.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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