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Disclosery

Xcel Wealth Management, LLC: DIS position timeline

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

Xcel Wealth Management, LLC held 7,365 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,365 shares
    Change vs previous 13F -10,447 shares

    0.17% of the 13F portfolio, value $708,881.

    13F-HR 0001705819-26-000046 filed by Xcel 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 17,812 shares
    Change vs previous 13F -7,956 shares

    0.48% of the 13F portfolio, value $1,716,721.

    13F-HR 0001705819-26-000027 filed by Xcel 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 25,768 shares
    Change vs previous 13F -14,927 shares

    0.75% of the 13F portfolio, value $2,931,625.

    13F-HR 0001705819-26-000013 filed by Xcel 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 40,695 shares
    Change vs previous 13F -1,860 shares

    1.21% of the 13F portfolio, value $4,659,578.

    13F-HR 0001705819-25-000071 filed by Xcel 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 42,555 shares
    Change vs previous 13F +446 shares

    1.5% of the 13F portfolio, value $5,277,246.

    13F-HR 0001705819-25-000046 filed by Xcel 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 42,109 shares
    Change vs previous 13F +6,397 shares

    1.3% of the 13F portfolio, value $4,156,158.

    13F-HR 0001705819-25-000027 filed by Xcel 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 35,712 shares
    Change vs previous 13F +6,027 shares

    1.1% of the 13F portfolio, value $3,976,531.

    13F-HR 0001705819-25-000018 filed by Xcel 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 29,685 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,855,400.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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