Position in DIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$595,980
-$12,756 QoQ
Shares Held
6,192
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,720
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, 2026Plante Moran Financial Advisors, LLC holds $915,062 across 13 Entertainment names. DIS ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
6,192 | $595,980 | |
| 2 | NFLX |
Netflix Inc
|
3,951 | $282,101 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
726 | $19,355 | |
| 4 | SIRI |
Sirius Xm Holdings Inc.
|
300 | $8,862 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
135 | $4,861 | |
| 6 | MSGS |
Madison Square Garden Sports Corp.
|
4 | $1,607 | |
| 7 | CNK |
Cinemark Holdings, Inc.
|
21 | $666 | |
| 8 | BATRA |
Atlanta Braves Holdings, Inc.
|
10 | $563 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,980 | 6,192 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $608,736 | 6,316 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $812,204 | 7,139 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $808,370 | 7,060 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $894,732 | 7,215 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $654,677 | 6,633 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $720,434 | 6,470 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $670,636 | 6,972 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $701,682 | 7,067 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $700,511 | 5,725 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $609,638 | 6,752 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $523,988 | 6,465 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $600,140 | 6,722 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $563,431 | 5,627 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $561,505 | 6,463 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $642,858 | 6,815 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $633,801 | 6,714 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $941,329 | 6,863 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,213,563 | 7,835 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,182,159 | 6,988 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,196,466 | 6,807 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,475,421 | 7,996 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,149,949 | 6,347 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,011,624 | 8,153 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $651,664 | 5,844 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $586,941 | 6,076 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||