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Disclosery

Florida Trust Wealth Management Co: DIS position timeline

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

Florida Trust Wealth Management Co held 182,034 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,034 shares
    Change vs previous 13F -3,187 shares

    0.44% of the 13F portfolio, value $17,520,773.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 185,221 shares
    Change vs previous 13F -7,863 shares

    0.5% of the 13F portfolio, value $17,851,600.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 193,084 shares
    Change vs previous 13F -17,534 shares

    0.61% of the 13F portfolio, value $21,967,167.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 210,618 shares
    Change vs previous 13F -4,152 shares

    0.69% of the 13F portfolio, value $24,115,761.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 214,770 shares
    Change vs previous 13F -9,397 shares

    0.82% of the 13F portfolio, value $26,633,628.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 224,167 shares
    Change vs previous 13F +1,459 shares

    0.72% of the 13F portfolio, value $22,125,283.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 222,708 shares
    Change vs previous 13F -22,826 shares

    0.79% of the 13F portfolio, value $24,798,536.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 245,534 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $23,617,916.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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