TRUE Private Wealth Advisors: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on DIS, newest first. How the timeline and the estimate are built.
TRUE Private Wealth Advisors held 3,237 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,237 sharesChange vs previous 13F +11 shares
0.03% of the 13F portfolio, value $311,546.
13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,226 sharesChange vs previous 13F -421 shares
0.03% of the 13F portfolio, value $311,003.
13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,647 sharesChange vs previous 13F -219 shares
0.04% of the 13F portfolio, value $414,888.
13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,866 sharesChange vs previous 13F +65 shares
0.05% of the 13F portfolio, value $442,765.
13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,801 sharesChange vs previous 13F +830 shares
0.05% of the 13F portfolio, value $471,403.
13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,971 sharesChange vs previous 13F -233 shares
0.04% of the 13F portfolio, value $293,274.
13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,204 sharesChange vs previous 13F -5 shares
0.04% of the 13F portfolio, value $356,783.
13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,209 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $308,689.
13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).