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Disclosery

WCG Wealth Advisors LLC: DIS position timeline

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

WCG Wealth Advisors LLC held 69,711 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,711 shares
    Change vs previous 13F +3,022 shares

    0.16% of the 13F portfolio, value $6,709,799.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 66,689 shares
    Change vs previous 13F +3,288 shares

    0.18% of the 13F portfolio, value $6,427,502.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 63,401 shares
    Change vs previous 13F +29,857 shares

    0.2% of the 13F portfolio, value $7,213,223.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 33,544 shares
    Change vs previous 13F -2,091 shares

    0.24% of the 13F portfolio, value $3,840,812.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 35,635 shares
    Change vs previous 13F +1,198 shares

    0.29% of the 13F portfolio, value $4,419,007.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 34,437 shares
    Change vs previous 13F -2,208 shares

    0.26% of the 13F portfolio, value $3,398,925.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors 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 36,645 shares
    Change vs previous 13F +2,611 shares

    0.27% of the 13F portfolio, value $4,080,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors 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 34,034 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,274,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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