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Sowell Financial Services LLC: DIS position timeline

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

Sowell Financial Services LLC held 41,632 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,632 shares
    Change vs previous 13F -2,712 shares

    0.13% of the 13F portfolio, value $4,007,065.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 44,344 shares
    Change vs previous 13F -4,218 shares

    0.16% of the 13F portfolio, value $4,273,834.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 48,562 shares
    Change vs previous 13F -3,657 shares

    0.2% of the 13F portfolio, value $5,524,941.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 52,219 shares
    Change vs previous 13F -755 shares

    0.23% of the 13F portfolio, value $5,979,089.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 52,974 shares
    Change vs previous 13F -4,131 shares

    0.27% of the 13F portfolio, value $6,569,254.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 57,105 shares
    Change vs previous 13F +3,325 shares

    0.26% of the 13F portfolio, value $5,636,292.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 53,780 shares
    Change vs previous 13F -6,829 shares

    0.31% of the 13F portfolio, value $5,988,382.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 60,609 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,830,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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