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FIDUCIARY FAMILY OFFICE, LLC: DIS position timeline

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

FIDUCIARY FAMILY OFFICE, LLC held 25,657 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,657 shares
    Change vs previous 13F +10,203 shares

    0.62% of the 13F portfolio, value $2,469,510.

    13F-HR 0001172661-26-003069 filed by FIDUCIARY FAMILY OFFICE, 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 15,454 shares
    Change vs previous 13F +6,881 shares

    0.42% of the 13F portfolio, value $1,489,480.

    13F-HR 0001172661-26-001820 filed by FIDUCIARY FAMILY OFFICE, 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 8,573 shares
    Change vs previous 13F -1,406 shares

    0.28% of the 13F portfolio, value $975,338.

    13F-HR 0001172661-26-000576 filed by FIDUCIARY FAMILY OFFICE, 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 9,979 shares
    Change vs previous 13F +3,637 shares

    0.33% of the 13F portfolio, value $1,142,583.

    13F-HR 0001172661-25-004471 filed by FIDUCIARY FAMILY OFFICE, 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 6,342 shares
    Change vs previous 13F -2,620 shares

    0.26% of the 13F portfolio, value $786,432.

    13F-HR 0001172661-25-002801 filed by FIDUCIARY FAMILY OFFICE, 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 8,962 shares
    Change vs previous 13F +8,962 shares

    0.29% of the 13F portfolio, value $884,518.

    13F-HR 0001172661-25-001679 filed by FIDUCIARY FAMILY OFFICE, 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 0 shares
    Change vs previous 13F -5,444 shares

    13F-HR 0001172661-25-000255 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 5,444 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $523,700.

    13F-HR 0001172661-24-004418 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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