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Disclosery

Edge Wealth Management LLC: DIS position timeline

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

Edge Wealth Management LLC held 69,110 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,110 shares
    Change vs previous 13F -292 shares

    1.12% of the 13F portfolio, value $6,650,427.

    13F-HR 0001567163-26-000005 filed by Edge Wealth Management 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 69,402 shares
    Change vs previous 13F -1,161 shares

    1.14% of the 13F portfolio, value $6,688,937.

    13F-HR 0001567163-26-000003 filed by Edge Wealth 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 ended2025-12-31
    13F 70,563 shares
    Change vs previous 13F -1,744 shares

    1.42% of the 13F portfolio, value $8,027,899.

    13F-HR 0001567163-26-000001 filed by Edge Wealth 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 ended2025-09-30
    13F 72,307 shares
    Change vs previous 13F -258 shares

    1.47% of the 13F portfolio, value $8,279,142.

    13F-HR 0001085146-25-005929 filed by Edge Wealth 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 ended2025-06-30
    13F 72,565 shares
    Change vs previous 13F -52 shares

    1.73% of the 13F portfolio, value $9,000,930.

    13F-HR 0001085146-25-003784 filed by Edge Wealth Management 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 72,617 shares
    Change vs previous 13F +2,072 shares

    1.45% of the 13F portfolio, value $7,167,319.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management 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 70,545 shares
    Change vs previous 13F -3,329 shares

    1.59% of the 13F portfolio, value $7,855,148.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management 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 73,874 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $7,104,430.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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