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Disclosery

Clearstead Trust, LLC: DIS position timeline

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

Clearstead Trust, LLC held 14,602 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,602 shares
    Change vs previous 13F -723 shares

    0.18% of the 13F portfolio, value $1,405,481.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
    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 15,325 shares
    Change vs previous 13F +439 shares

    0.24% of the 13F portfolio, value $1,476,995.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,886 shares
    Change vs previous 13F -1,776 shares

    0.27% of the 13F portfolio, value $1,693,546.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,662 shares
    Change vs previous 13F +14 shares

    0.33% of the 13F portfolio, value $1,907,751.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,648 shares
    Change vs previous 13F +139 shares

    0.39% of the 13F portfolio, value $2,064,535.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
    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 16,509 shares
    Change vs previous 13F +99 shares

    0.36% of the 13F portfolio, value $1,629,471.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
    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 16,410 shares
    Change vs previous 13F -450 shares

    0.39% of the 13F portfolio, value $1,827,263.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
    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 16,860 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,621,771.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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