C2C Wealth Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on DIS, newest first. How the timeline and the estimate are built.
C2C Wealth Management, LLC held 2,432 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 2,432 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $234,080.
13F-HR 0001951757-26-000940 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,432 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $234,396.
13F-HR 0001951757-26-000648 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,432 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $276,689.
13F-HR 0001951757-26-000263 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,432 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $278,464.
13F-HR 0001951757-25-001377 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,432 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $301,592.
13F-HR 0001951757-25-000879 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,432 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $240,038.
13F-HR 0001951757-25-000424 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,432 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $270,803.
13F-HR 0001951757-25-000243 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,432 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $233,958.
13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).