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Disclosery

Trajan Wealth LLC: DIS position timeline

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

Trajan Wealth LLC held 88,914 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,914 shares
    Change vs previous 13F -4,416 shares

    0.32% of the 13F portfolio, value $8,557,990.

    13F-HR 0001934415-26-000005 filed by Trajan 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 93,330 shares
    Change vs previous 13F +1,280 shares

    0.36% of the 13F portfolio, value $8,995,152.

    13F-HR 0001934415-26-000004 filed by Trajan 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 92,050 shares
    Change vs previous 13F +2,605 shares

    0.44% of the 13F portfolio, value $10,472,513.

    13F-HR 0001934415-26-000001 filed by Trajan 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 89,445 shares
    Change vs previous 13F +3,533 shares

    0.44% of the 13F portfolio, value $10,241,414.

    13F-HR 0001934415-25-000005 filed by Trajan 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 85,912 shares
    Change vs previous 13F +2,802 shares

    0.52% of the 13F portfolio, value $10,653,896.

    13F-HR 0001934415-25-000004 filed by Trajan 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 83,110 shares
    Change vs previous 13F +179 shares

    0.45% of the 13F portfolio, value $8,202,966.

    13F-HR 0001085146-25-002998 filed by Trajan 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 82,931 shares
    Change vs previous 13F +3,277 shares

    0.51% of the 13F portfolio, value $9,234,353.

    13F-HR 0001934415-25-000002 filed by Trajan 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 79,654 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,661,907.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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