Position in DIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$203,087
+$30,085 QoQ
Shares Held
2,110
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,552
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,011,549 across 7 Entertainment names. DIS ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
9,498 | $678,157 | |
| 2 | DIS |
Walt Disney Co
This page
|
2,110 | $203,087 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
2,621 | $69,875 | |
| 4 | FOXA |
Fox Corp
|
836 | $43,605 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
377 | $13,575 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
80 | $2,363 | |
| 7 | PSKY |
Paramount Skydance Corp
|
90 | $887 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,087 | 2,110 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $173,002 | 1,795 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $207,744 | 1,826 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $213,199 | 1,862 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $257,568 | 2,077 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $195,129 | 1,977 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $230,160 | 2,067 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $209,405 | 2,177 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $389,117 | 3,919 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $513,789 | 4,199 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $244,234 | 2,705 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $297,939 | 3,676 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $264,893 | 2,967 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $346,349 | 3,459 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $291,134 | 3,351 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $474,574 | 5,031 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $510,798 | 5,411 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $770,564 | 5,618 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $847,093 | 5,469 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $878,330 | 5,192 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,008,919 | 5,740 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,081,287 | 5,860 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,080,376 | 5,963 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,022,171 | 8,238 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $923,525 | 8,282 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $853,171 | 8,832 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||