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Valeo Financial Advisors, LLC: DIS position timeline

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

Valeo Financial Advisors, LLC held 54,322 DIS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,322 shares
    Change vs previous 13F -4,131 shares

    0.12% of the 13F portfolio, value $5,698,438.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,453 shares
    Change vs previous 13F -3,009 shares

    0.12% of the 13F portfolio, value $5,626,584.

    13F-HR 0001722641-26-000004 filed by Valeo 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 ended2026-03-31
    13F 61,462 shares
    Change vs previous 13F -10,154 shares

    0.14% of the 13F portfolio, value $5,923,300.

    13F-HR 0001722641-26-000003 filed by Valeo 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 ended2025-12-31
    13F 71,616 shares
    Change vs previous 13F -530 shares

    0.18% of the 13F portfolio, value $8,147,732.

    13F-HR 0001722641-26-000001 filed by Valeo 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 ended2025-09-30
    13F 72,146 shares
    Change vs previous 13F -3,846 shares

    0.19% of the 13F portfolio, value $8,260,705.

    13F-HR 0001722641-25-000007 filed by Valeo 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 ended2025-06-30
    13F/A 75,992 shares
    Change vs previous 13F -24,933 shares

    0.23% of the 13F portfolio, value $9,423,792.

    13F-HR/A 0001722641-25-000005 filed by Valeo 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 ended2025-03-31
    13F 100,925 shares
    Change vs previous 13F +134 shares

    0.19% of the 13F portfolio, value $6,968,511.

    13F-HR 0001722641-25-000002 filed by Valeo 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 ended2024-12-31
    13F 100,791 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,843,067.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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