Legacy Trust: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Trust on DIS, newest first. How the timeline and the estimate are built.
Legacy Trust held 32,016 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 32,016 sharesChange vs previous 13F +913 shares
0.54% of the 13F portfolio, value $3,081,540.
13F-HR 0001772483-26-000004 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,103 sharesChange vs previous 13F +841 shares
0.57% of the 13F portfolio, value $2,997,707.
13F-HR 0001772483-26-000002 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,262 sharesChange vs previous 13F +1,058 shares
0.64% of the 13F portfolio, value $3,442,908.
13F-HR 0001772483-26-000001 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,204 sharesChange vs previous 13F +2,655 shares
0.66% of the 13F portfolio, value $3,343,858.
13F-HR 0001772483-25-000006 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,549 sharesChange vs previous 13F -9,093 shares
0.81% of the 13F portfolio, value $3,292,341.
13F-HR 0001772483-25-000003 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 35,642 sharesChange vs previous 13F +357 shares
0.85% of the 13F portfolio, value $3,517,865.
13F-HR 0001772483-25-000002 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,285 sharesChange vs previous 13F +2,858 shares
0.91% of the 13F portfolio, value $3,928,985.
13F-HR 0001772483-25-000001 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,427 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $3,119,153.
13F-HR 0001772483-24-000004 filed by Legacy Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).