Heritage Wealth Advisors

Position in DIS — Walt Disney Co

CIK 1591122 RICHMOND, VA

Position in DIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$104,431

+$13,449 QoQ

Shares Held

1,085

+14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,642

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $585,221 across 5 Entertainment names. DIS ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	6,511	$464,885
2	DIS	Walt Disney Co This page	1,085	$104,431
3	WBD	Warner Bros. Discovery, Inc.	296	$7,891
4	VSNT	Versant Media Group, Inc.	119	$4,285
5	ROKU	Roku, Inc	27	$3,729

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,431	1,085	+14.9%	Shares	Sole	2026-08-14
2026-03-31	$90,982	944	-45.2%	Shares	Sole	2026-05-14
2025-12-31	$195,911	1,722	0.0%	Shares	Sole	2026-02-13
2025-09-30	$197,169	1,722	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$214,785	1,732	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$172,428	1,747	-1.3%	Shares	Sole	2025-05-08
2024-12-31	$197,089	1,770	-72.6%	Shares	Sole	2025-02-12
2024-09-30	$620,521	6,451	-6.5%	Shares	Sole	2024-11-12
2024-06-30	$684,703	6,896	0.0%	Shares	Sole	2024-12-12
2024-03-31	$843,794	6,896	-3.0%	Shares	Sole	2024-12-12
2023-12-31	$641,871	7,109	-14.5%	Shares	Sole	2024-12-12
2023-09-30	$674,254	8,319	-96.1%	Shares	Sole	2024-12-12
2023-06-30	$19,019,496	213,032	+1.8%	Shares	Sole	2024-12-12
2023-03-31	$20,955,106	209,279	+7.7%	Shares	Sole	2023-05-04
2022-12-31	$16,884,346	194,341	+2.5%	Shares	Sole	2024-12-12
2022-09-30	$17,889,307	189,646	+7.9%	Shares	Sole	2024-12-12
2022-06-30	$16,584,664	175,685	+44.1%	Shares	Sole	2022-08-04
2022-03-31	$16,727,896	121,959	+6.6%	Shares	Sole	2022-05-11
2021-12-31	$17,719,570	114,401	+10.1%	Shares	Sole	2022-03-28
2021-09-30	$17,577,608	103,905	+3.1%	Shares	Sole	2021-11-02
2021-06-30	$17,717,440	100,799	+12.3%	Shares	Sole	2021-08-09
2021-03-31	$16,559,562	89,744	-0.8%	Shares	Sole	2021-04-27
2020-12-31	$16,396,065	90,496	+28.5%	Shares	Sole	2021-02-01
2020-09-30	$8,740,691	70,444	-23.1%	Shares	Sole	2020-11-03
2020-06-30	$10,215,096	91,607	+68.9%	Shares	Sole	2020-07-17
2020-03-31	$5,238,811	54,232	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.