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Disclosery

Triangle Securities Wealth Management: DIS position timeline

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

Triangle Securities Wealth Management held 6,260 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 6,260 shares
    Change vs previous 13F -1,754 shares

    0.12% of the 13F portfolio, value $602,542.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 8,014 shares
    Change vs previous 13F -2,250 shares

    0.18% of the 13F portfolio, value $772,423.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 10,264 shares
    Change vs previous 13F -961 shares

    0.25% of the 13F portfolio, value $1,167,699.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 11,225 shares
    Change vs previous 13F +2,817 shares

    0.29% of the 13F portfolio, value $1,285,226.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 8,408 shares
    Change vs previous 13F -3,417 shares

    0.26% of the 13F portfolio, value $1,042,732.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 11,825 shares
    Change vs previous 13F +732 shares

    0.3% of the 13F portfolio, value $1,167,172.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 11,093 shares
    Change vs previous 13F -419 shares

    0.32% of the 13F portfolio, value $1,235,186.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 11,512 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,107,322.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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