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JFS WEALTH ADVISORS, LLC

Position in DIS — Walt Disney Co

CIK 1568068 HERMITAGE, PA

Position in DIS

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$999,171
-$5,301 QoQ
Shares Held
10,381
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,407
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, 2026

JFS WEALTH ADVISORS, LLC holds $1,539,347 across 20 Entertainment names. DIS ranks #1 (64.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
10,381 $999,171

All Filings in DIS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $999,171 10,381
2026-03-31 $1,004,472 10,422
2025-12-31 $1,245,212 10,945
2025-09-30 $1,354,535 11,830
2025-06-30 $1,268,498 10,229
2025-03-31 $1,024,111 10,376
2024-12-31 $1,199,128 10,769
2024-09-30 $1,053,088 10,948
2024-06-30 $995,878 10,030
2024-03-31 $1,268,506 10,367
2023-12-31 $1,003,212 11,111
2023-09-30 $946,664 11,680
2023-06-30 $1,031,719 11,556
2023-03-31 $1,209,169 12,076
2022-12-31 $1,048,120 12,064
2022-09-30 $1,244,873 13,197
2022-06-30 $1,251,083 13,253
2022-03-31 $1,873,056 13,656
2021-12-31 $2,049,349 13,231
2021-09-30 $2,207,330 13,048
2021-06-30 $2,078,480 11,825
2021-03-31 $2,476,996 13,424
2020-12-31 $2,595,765 14,327
2020-09-30 $1,777,694 14,327
2020-06-30 $1,575,301 14,127
2020-03-31 $1,364,668 14,127