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Kestra Advisory Services, LLC: DIS position timeline

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

Kestra Advisory Services, LLC held 355,966 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,966 shares
    Change vs previous 13F +3,378 shares

    0.08% of the 13F portfolio, value $34,261,639.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,456 shares
    • Kestra Advisory Services, LLC: 257,400 shares
    • Kestra Investment Management, LLC: 2,110 shares

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

  2. period ended2026-03-31
    13F 352,588 shares
    Change vs previous 13F +35,703 shares

    0.08% of the 13F portfolio, value $33,982,443.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 91,062 shares
    • Kestra Advisory Services, LLC: 256,905 shares
    • Kestra Investment Management, LLC: 4,621 shares

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

  3. period ended2025-12-31
    13F 316,885 shares
    Change vs previous 13F +6,398 shares

    0.11% of the 13F portfolio, value $36,051,988.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,363 shares
    • Kestra Advisory Services, LLC: 241,522 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 310,487 shares
    Change vs previous 13F +58,438 shares

    0.11% of the 13F portfolio, value $35,550,783.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,757 shares
    • Kestra Advisory Services, LLC: 229,586 shares
    • Kestra Investment Management, LLC: 3,144 shares

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

  5. period ended2025-06-30
    13F/A 252,049 shares
    Change vs previous 13F -7,845 shares

    0.1% of the 13F portfolio, value $31,256,586.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,186 shares
    • Kestra Advisory Services, LLC: 171,343 shares
    • Kestra Investment Management, LLC: 3,520 shares

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

  6. period ended2025-03-31
    13F/A 259,894 shares
    Change vs previous 13F -17,491 shares

    0.09% of the 13F portfolio, value $25,651,538.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,319 shares
    • Kestra Advisory Services, LLC: 178,330 shares
    • Kestra Investment Management, LLC: 2,245 shares

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

  7. period ended2024-12-31
    13F 277,385 shares
    Change vs previous 13F +4,053 shares

    0.12% of the 13F portfolio, value $30,983,569.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,303 shares
    • Kestra Advisory Services, LLC: 193,527 shares
    • Kestra Investment Management, LLC: 2,555 shares

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

  8. period ended2024-09-30
    13F 273,332 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $26,291,763.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,855 shares
    • Kestra Advisory Services, LLC: 200,821 shares
    • Kestra Investment Management, LLC: 2,656 shares

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