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InvesTrust: DIS position timeline

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

InvesTrust held 21,080 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,080 shares
    Change vs previous 13F -509 shares

    0.78% of the 13F portfolio, value $2,028,950.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 21,589 shares
    Change vs previous 13F -94 shares

    0.87% of the 13F portfolio, value $2,080,747.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 21,683 shares
    Change vs previous 13F -2,397 shares

    0.95% of the 13F portfolio, value $2,466,874.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 24,080 shares
    Change vs previous 13F -65 shares

    1.01% of the 13F portfolio, value $2,757,160.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 24,145 shares
    Change vs previous 13F -39,978 shares

    1.16% of the 13F portfolio, value $2,994,221.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 64,123 shares
    Change vs previous 13F +86 shares

    1.73% of the 13F portfolio, value $6,328,940.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 64,037 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $7,117,780.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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