Skip to content
Disclosery

Fiduciary Alliance LLC: DIS position timeline

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

Fiduciary Alliance LLC held 4,965 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,965 shares
    Change vs previous 13F -36,264 shares

    0.03% of the 13F portfolio, value $477,861.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 41,229 shares
    Change vs previous 13F +1,451 shares

    0.26% of the 13F portfolio, value $4,248,214.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 39,778 shares
    Change vs previous 13F +3,180 shares

    0.3% of the 13F portfolio, value $4,525,488.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 36,598 shares
    Change vs previous 13F -29,847 shares

    0.28% of the 13F portfolio, value $4,190,450.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 66,445 shares
    Change vs previous 13F +8,467 shares

    0.61% of the 13F portfolio, value $8,239,851.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 57,978 shares
    Change vs previous 13F +5,870 shares

    0.56% of the 13F portfolio, value $5,722,425.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 52,108 shares
    Change vs previous 13F +643 shares

    0.59% of the 13F portfolio, value $5,802,256.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 51,465 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,950,386.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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