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Disclosery

Steward Partners Investment Advisory, LLC: DIS position timeline

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

Steward Partners Investment Advisory, LLC held 212,883 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,883 shares
    Change vs previous 13F -205,202 shares

    0.1% of the 13F portfolio, value $20,489,982.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 418,085 shares
    Change vs previous 13F +27,210 shares

    0.21% of the 13F portfolio, value $40,294,975.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 390,875 shares
    Change vs previous 13F +70,856 shares

    0.24% of the 13F portfolio, value $44,469,965.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 320,019 shares
    Change vs previous 13F +209,757 shares

    0.21% of the 13F portfolio, value $36,642,204.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 110,262 shares
    Change vs previous 13F +7,308 shares

    0.11% of the 13F portfolio, value $13,673,621.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 102,954 shares
    Change vs previous 13F +9,296 shares

    0.09% of the 13F portfolio, value $10,161,620.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 93,658 shares
    Change vs previous 13F -1,582 shares

    0.09% of the 13F portfolio, value $10,428,745.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 95,240 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,161,100.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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