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Disclosery

XML Financial, LLC: DIS position timeline

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

XML Financial, LLC held 13,472 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,472 shares
    Change vs previous 13F -375 shares

    0.09% of the 13F portfolio, value $1,296,633.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 13,847 shares
    Change vs previous 13F -1,906 shares

    0.11% of the 13F portfolio, value $1,334,575.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 15,753 shares
    Change vs previous 13F -826 shares

    0.15% of the 13F portfolio, value $1,792,231.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 16,579 shares
    Change vs previous 13F +1,268 shares

    0.15% of the 13F portfolio, value $1,898,276.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 15,311 shares
    Change vs previous 13F -204 shares

    0.16% of the 13F portfolio, value $1,898,767.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 15,515 shares
    Change vs previous 13F +976 shares

    0.14% of the 13F portfolio, value $1,531,277.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 14,539 shares
    Change vs previous 13F +1,005 shares

    0.15% of the 13F portfolio, value $1,618,880.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 13,534 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,301,825.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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