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Roundview Capital LLC

Position in DIS — Walt Disney Co

CIK 1476804 PRINCETON, NJ

Position in DIS

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$1,641,158
-$547,207 QoQ
Shares Held
17,028
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Mar 31, 2026

Roundview Capital LLC holds $23,211,241 across 6 Entertainment names. DIS ranks #5 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 DIS
Walt Disney Co
This page
17,028 $1,641,158

All Filings in DIS

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,641,158 17,028
2025-12-31 $2,188,365 19,235
2025-09-30 $2,276,603 19,883
2025-06-30 $2,410,134 19,435
2025-03-31 $2,223,612 22,529
2024-12-31 $2,627,637 23,598
2024-09-30 $2,340,495 24,332
2024-06-30 $2,829,169 28,494
2024-03-31 $3,632,746 29,689
2023-12-31 $2,892,530 32,036
2023-09-30 $2,777,664 34,271
2023-06-30 $3,266,487 36,587
2023-03-31 $6,161,099 61,531
2022-12-31 $6,503,054 74,851
2022-09-30 $7,893,534 83,680
2022-06-30 $8,421,329 89,209
2022-03-31 $12,102,038 88,233
2021-12-31 $13,340,211 86,127
2021-09-30 $14,199,453 83,936
2021-06-30 $14,456,555 82,247
2021-03-31 $14,806,991 80,246
2020-12-31 $14,502,553 80,045
2020-09-30 $9,885,949 79,674
2020-06-30 $8,997,853 80,691
2020-03-31 $8,001,378 82,830