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West Family Investments, Inc.

Position in DIS — Walt Disney Co

CIK 1568303 CARLSBAD, CA

Position in DIS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$331,677
+$7,937 QoQ
Shares Held
3,446
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,175
of 2,924 holders
Holding Since
Jun 2021
17 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, 2026

West Family Investments, Inc. holds $1,132,493 across 3 Entertainment names. DIS ranks #3 (29.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DIS
Walt Disney Co
This page
3,446 $331,677

All Filings in DIS

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $331,677 3,446
2026-03-31 $323,740 3,359
2025-12-31 $770,109 6,769
2025-09-30 $769,783 6,723
2025-06-30 $755,344 6,091
2025-03-31 $519,359 5,262
2024-12-31 $530,471 4,764
2024-09-30 $546,166 5,678
2024-06-30 $465,670 4,690
2024-03-31 $575,948 4,707
2023-12-31 $398,449 4,413
2023-09-30 $354,917 4,379
2022-09-30 $678,044 7,188
2022-06-30 $709,321 7,514
2021-12-31 $848,797 5,480
2021-09-30 $726,923 4,297
2021-06-30 $995,561 5,664