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Disclosery

TCFG Investment Advisors, LLC: DIS position timeline

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

TCFG Investment Advisors, LLC held 7,240 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,240 shares
    Change vs previous 13F -6,698 shares

    0.23% of the 13F portfolio, value $696,890.

    13F-HR 0001754960-26-000554 filed by TCFG Investment 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 13,938 shares
    Change vs previous 13F +6,576 shares

    0.25% of the 13F portfolio, value $1,343,400.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 6,969 shares
    • TCFG Investment Advisors, LLC: 6,969 shares

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

  3. period ended2025-12-31
    13F 7,362 shares
    Change vs previous 13F +2,185 shares

    0.33% of the 13F portfolio, value $837,519.

    13F-HR 0001754960-26-000176 filed by TCFG 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/A 5,177 shares
    Change vs previous 13F +191 shares

    0.23% of the 13F portfolio, value $592,803.

    13F-HR/A 0001754960-25-000800 filed by TCFG 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 4,986 shares
    Change vs previous 13F -54 shares

    0.28% of the 13F portfolio, value $618,317.

    13F-HR 0001754960-25-000469 filed by TCFG 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 5,040 shares
    Change vs previous 13F -35 shares

    0.25% of the 13F portfolio, value $497,450.

    13F-HR 0001754960-25-000209 filed by TCFG 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 5,075 shares
    Change vs previous 13F +154 shares

    0.28% of the 13F portfolio, value $565,048.

    13F-HR 0001754960-25-000085 filed by TCFG 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 4,921 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $473,310.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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