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Disclosery

TriaGen Wealth Management LLC: DIS position timeline

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

TriaGen Wealth Management LLC held 34,934 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,934 shares
    Change vs previous 13F +1,429 shares

    0.84% of the 13F portfolio, value $3,362,364.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 33,505 shares
    Change vs previous 13F +893 shares

    0.88% of the 13F portfolio, value $3,229,178.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 32,612 shares
    Change vs previous 13F -738 shares

    0.96% of the 13F portfolio, value $3,710,225.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 33,350 shares
    Change vs previous 13F +3,431 shares

    1% of the 13F portfolio, value $3,818,533.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 29,919 shares
    Change vs previous 13F +1,294 shares

    1.12% of the 13F portfolio, value $3,710,208.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 28,625 shares
    Change vs previous 13F -123 shares

    1% of the 13F portfolio, value $2,825,250.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management 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 28,748 shares
    Change vs previous 13F +515 shares

    1.08% of the 13F portfolio, value $3,201,116.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management 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 28,233 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,715,755.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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