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Disclosery

Naviter Wealth, LLC: DIS position timeline

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

Naviter Wealth, LLC held 21,970 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,970 shares
    Change vs previous 13F +2,129 shares

    0.19% of the 13F portfolio, value $2,131,084.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 19,841 shares
    Change vs previous 13F +728 shares

    0.24% of the 13F portfolio, value $1,912,269.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 19,113 shares
    Change vs previous 13F -2,102 shares

    0.29% of the 13F portfolio, value $2,188,809.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 21,215 shares
    Change vs previous 13F +380 shares

    0.28% of the 13F portfolio, value $2,429,132.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 20,835 shares
    Change vs previous 13F -1,554 shares

    0.32% of the 13F portfolio, value $2,594,026.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 22,389 shares
    Change vs previous 13F +13 shares

    0.27% of the 13F portfolio, value $2,195,689.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 22,376 shares
    Change vs previous 13F +4,578 shares

    0.3% of the 13F portfolio, value $2,502,762.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 17,798 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,711,990.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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