Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in DIS — Walt Disney Co
CIK 1510434
Seattle, WA
Position in DIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,083,330
+$39,015 QoQ
Shares Held
21,645
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,045
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Derivatives in DIS
reported options exposure · as of Dec 31, 2022CallValue
$43,440
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Entertainment
Communication Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $14,696,023 across 6 Entertainment names. DIS ranks #2 (14.2% of the industry book) .
All Filings in DIS
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,083,330 | 21,645 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,044,315 | 21,211 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,679,927 | 14,766 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $2,034,321 | 17,767 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,917,193 | 15,460 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,457,305 | 14,765 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $2,018,663 | 18,129 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,655,045 | 17,206 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,597,774 | 16,092 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,874,922 | 15,323 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,358,503 | 15,046 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,244,603 | 15,356 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,257,419 | 14,084 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,276,457 | 12,748 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $43,440 | 500 | Call | Sole | 2023-02-08 | |
| 2022-12-31 | $1,101,464 | 12,678 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,265,908 | 13,420 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,049,256 | 11,115 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,302,197 | 9,494 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,771,941 | 11,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,053,554 | 12,139 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,910,444 | 10,869 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,768,993 | 9,587 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,938,082 | 10,697 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,210,648 | 9,757 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,021,097 | 9,157 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,043,473 | 10,802 | Shares | Sole | 2020-05-11 | |
| 2020-03-31 | $9,660 | 100 | Call | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||