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CARY STREET PARTNERS ASSET MANAGEMENT LLC: DIS position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 97,082 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,082 shares
    Change vs previous 13F +2,390 shares

    0.18% of the 13F portfolio, value $9,344,048.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 93,616 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,466 shares

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

  2. period ended2026-03-31
    13F 94,692 shares
    Change vs previous 13F +8,958 shares

    0.21% of the 13F portfolio, value $9,126,399.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 92,237 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,455 shares

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

  3. period ended2025-12-31
    13F 85,734 shares
    Change vs previous 13F -31,839 shares

    0.22% of the 13F portfolio, value $9,753,856.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 83,457 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,277 shares

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

  4. period ended2025-09-30
    13F 117,573 shares
    Change vs previous 13F -5,791 shares

    0.33% of the 13F portfolio, value $13,462,035.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 115,713 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,860 shares

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

  5. period ended2025-06-30
    13F 123,364 shares
    Change vs previous 13F +754 shares

    0.41% of the 13F portfolio, value $15,298,276.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 121,546 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,818 shares

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

  6. period ended2025-03-31
    13F 122,610 shares
    Change vs previous 13F +21,854 shares

    0.36% of the 13F portfolio, value $12,101,533.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 120,752 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,858 shares

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

  7. period ended2024-12-31
    13F 100,756 shares
    Change vs previous 13F -566 shares

    0.35% of the 13F portfolio, value $11,219,076.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 99,238 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,518 shares

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

  8. period ended2024-09-30
    13F 101,322 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,746,142.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 101,322 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 29,443 shares (included in another member's report, not added)

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