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Disclosery

Waverly Advisors, LLC: DIS position timeline

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

Waverly Advisors, LLC held 188,349 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,349 shares
    Change vs previous 13F +16 shares

    0.11% of the 13F portfolio, value $18,128,565.

    13F-HR 0001398344-26-014582 filed by Waverly 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 188,333 shares
    Change vs previous 13F -11,389 shares

    0.14% of the 13F portfolio, value $18,151,518.

    13F-HR 0001398344-26-009223 filed by Waverly 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 199,722 shares
    Change vs previous 13F +91,975 shares

    0.18% of the 13F portfolio, value $22,722,366.

    13F-HR 0001398344-26-003224 filed by Waverly 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 107,747 shares
    Change vs previous 13F +7,612 shares

    0.12% of the 13F portfolio, value $12,337,004.

    13F-HR 0001398344-25-020944 filed by Waverly 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 100,135 shares
    Change vs previous 13F -3,422 shares

    0.14% of the 13F portfolio, value $12,417,691.

    13F-HR 0001398344-25-015429 filed by Waverly 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 103,557 shares
    Change vs previous 13F +66,604 shares

    0.12% of the 13F portfolio, value $10,221,070.

    13F-HR 0001398344-25-009517 filed by Waverly 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 36,953 shares
    Change vs previous 13F +8,136 shares

    0.06% of the 13F portfolio, value $4,114,712.

    13F-HR 0001398344-25-002762 filed by Waverly 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 28,817 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,771,904.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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