Trifecta Capital Advisors, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trifecta Capital Advisors, LLC on DIS, newest first. How the timeline and the estimate are built.
Trifecta Capital Advisors, LLC held 1,365 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,365 sharesChange vs previous 13F -99 shares
0.02% of the 13F portfolio, value $131,382.
13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,464 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $141,101.
13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,464 sharesChange vs previous 13F -65 shares
0.02% of the 13F portfolio, value $166,560.
13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,529 sharesChange vs previous 13F -10 shares
0.03% of the 13F portfolio, value $175,071.
13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,539 sharesChange vs previous 13F -1 shares
0.03% of the 13F portfolio, value $190,852.
13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,540 sharesChange vs previous 13F -1 shares
0.03% of the 13F portfolio, value $151,998.
13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,541 sharesChange vs previous 13F -34 shares
0.03% of the 13F portfolio, value $171,591.
13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,575 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $151,500.
13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).