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Disclosery

Fiduciary Group, LLC: DIS position timeline

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

Fiduciary Group, LLC held 88,955 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,955 shares
    Change vs previous 13F -7,056 shares

    0.67% of the 13F portfolio, value $8,561,921.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 96,011 shares
    Change vs previous 13F -3,109 shares

    0.79% of the 13F portfolio, value $9,253,540.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 99,120 shares
    Change vs previous 13F -983 shares

    0.95% of the 13F portfolio, value $11,276,882.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 100,103 shares
    Change vs previous 13F -1,443 shares

    1.01% of the 13F portfolio, value $11,461,794.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 101,546 shares
    Change vs previous 13F -440 shares

    1.19% of the 13F portfolio, value $12,592,719.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 101,986 shares
    Change vs previous 13F -590 shares

    1.01% of the 13F portfolio, value $10,066,018.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 102,576 shares
    Change vs previous 13F -2,457 shares

    1.15% of the 13F portfolio, value $11,421,838.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 105,033 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,103,124.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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