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Disclosery

Morningstar Investment Management LLC: DIS position timeline

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

Morningstar Investment Management LLC held 0 DIS shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,100 shares

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,100 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $922,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment 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 ended2025-09-30
    13F 8,580 shares
    Change vs previous 13F -60,731 shares

    0.04% of the 13F portfolio, value $982,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment 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 ended2025-06-30
    13F 69,311 shares
    Change vs previous 13F -22,268 shares

    0.75% of the 13F portfolio, value $8,595,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment 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 ended2025-03-31
    13F 91,579 shares
    Change vs previous 13F -51,335 shares

    0.53% of the 13F portfolio, value $9,038,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 35,485 shares
    • Morningstar Investment Management LLC: 56,094 shares

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

  6. period ended2024-12-31
    13F 142,914 shares
    Change vs previous 13F -684,372 shares

    0.67% of the 13F portfolio, value $15,913,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 86,066 shares
    • Morningstar Investment Management LLC: 56,848 shares

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

  7. period ended2024-09-30
    13F 827,286 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $79,346,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 749,610 shares
    • Morningstar Investment Management LLC: 77,676 shares

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