Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: DIS position timeline

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

Williams Jones Wealth Management, LLC. held 43,551 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,551 shares
    Change vs previous 13F -4,978 shares

    0.05% of the 13F portfolio, value $4,191,784.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 48,529 shares
    Change vs previous 13F -4,707 shares

    0.06% of the 13F portfolio, value $4,677,190.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 53,236 shares
    Change vs previous 13F -4,644 shares

    0.07% of the 13F portfolio, value $6,056,619.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 57,880 shares
    Change vs previous 13F -1,095 shares

    0.08% of the 13F portfolio, value $6,627,219.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 58,975 shares
    Change vs previous 13F -47,963 shares

    0.09% of the 13F portfolio, value $7,313,445.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 106,938 shares
    Change vs previous 13F -19,097 shares

    0.13% of the 13F portfolio, value $10,554,745.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 126,035 shares
    Change vs previous 13F -18,850 shares

    0.17% of the 13F portfolio, value $14,033,997.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 144,885 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,936,516.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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