Position in DIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,651,837
-$37,127 QoQ
Shares Held
69,110
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#601
of 2,930 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Edge Wealth Management LLC holds $6,766,783 across 2 Entertainment names. DIS ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
69,110 | $6,651,837 | |
| 2 | PLAY |
Dave & Buster's Entertainment, Inc.
|
10,083 | $114,946 |
All Filings in DIS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,651,837 | 69,110 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,688,964 | 69,402 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,027,952 | 70,563 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,279,151 | 72,307 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,998,785 | 72,565 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,167,297 | 72,617 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,855,185 | 70,545 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,105,940 | 73,874 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,517,543 | 75,713 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,429,428 | 77,063 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,056,976 | 78,159 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,090,259 | 75,142 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,183,111 | 80,456 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,617,990 | 76,081 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,616,259 | 76,154 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $8,105,116 | 85,923 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,878,907 | 83,463 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,670,395 | 85,086 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $12,873,372 | 83,113 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,274,939 | 78,471 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $13,428,124 | 76,396 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $13,829,220 | 74,947 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $13,588,137 | 74,998 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $9,518,176 | 76,710 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $9,929,184 | 89,043 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $9,946,902 | 102,970 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||