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Disclosery

CRUX WEALTH ADVISORS: DIS position timeline

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

CRUX WEALTH ADVISORS held 10,805 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,805 shares
    Change vs previous 13F -140 shares

    0.36% of the 13F portfolio, value $1,039,986.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 10,945 shares
    Change vs previous 13F -260 shares

    0.41% of the 13F portfolio, value $1,054,847.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 11,205 shares
    Change vs previous 13F -222 shares

    0.47% of the 13F portfolio, value $1,274,751.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 11,427 shares
    Change vs previous 13F +674 shares

    0.52% of the 13F portfolio, value $1,308,392.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 10,753 shares
    Change vs previous 13F +2,992 shares

    0.57% of the 13F portfolio, value $1,333,517.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 7,761 shares
    Change vs previous 13F +1,792 shares

    0.4% of the 13F portfolio, value $765,965.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 5,969 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $664,648.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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