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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on DIS, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 53,761 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 53,761 shares
    Change vs previous 13F -1,524 shares

    0.37% of the 13F portfolio, value $5,211,297.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 55,285 shares
    Change vs previous 13F -689 shares

    0.43% of the 13F portfolio, value $5,328,409.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 55,974 shares
    Change vs previous 13F -4,742 shares

    0.49% of the 13F portfolio, value $6,408,603.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 60,716 shares
    Change vs previous 13F +502 shares

    0.57% of the 13F portfolio, value $6,952,013.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 60,214 shares
    Change vs previous 13F +815 shares

    0.64% of the 13F portfolio, value $7,467,166.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 59,399 shares
    Change vs previous 13F +78 shares

    0.53% of the 13F portfolio, value $5,862,704.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 59,321 shares
    Change vs previous 13F -1,841 shares

    0.59% of the 13F portfolio, value $6,634,054.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 61,162 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,883,154.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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