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FormulaFolio Investments, LLC: DIS position timeline

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

FormulaFolio Investments, LLC held 1,636 DIS shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 1,636 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $288,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 1,636 shares
    Change vs previous 13F -33,374 shares

    0.1% of the 13F portfolio, value $297,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 35,010 shares
    Change vs previous 13F +15,195 shares

    0.13% of the 13F portfolio, value $6,343,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 19,815 shares
    Change vs previous 13F -6,180 shares

    0.09% of the 13F portfolio, value $2,459,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 25,995 shares
    Change vs previous 13F +904 shares

    0.12% of the 13F portfolio, value $2,899,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 25,091 shares
    Change vs previous 13F +5,759 shares

    0.13% of the 13F portfolio, value $2,424,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 19,332 shares
    Change vs previous 13F -711 shares

    0.1% of the 13F portfolio, value $2,796,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 20,043 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,612,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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