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Disclosery

Caldwell Trust Co: DIS position timeline

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

Caldwell Trust Co held 9,175 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,175 shares
    Change vs previous 13F -2,569 shares

    0.07% of the 13F portfolio, value $883,094.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 11,744 shares
    Change vs previous 13F +2,937 shares

    0.1% of the 13F portfolio, value $1,131,887.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 8,807 shares
    Change vs previous 13F -1,680 shares

    0.09% of the 13F portfolio, value $1,001,972.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 10,487 shares
    Change vs previous 13F +135 shares

    0.11% of the 13F portfolio, value $1,200,762.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 10,352 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $1,283,752.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 10,341 shares
    Change vs previous 13F +1,048 shares

    0.11% of the 13F portfolio, value $1,020,657.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 9,293 shares
    Change vs previous 13F -643 shares

    0.11% of the 13F portfolio, value $1,034,776.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 9,936 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $955,744.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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