Position in DIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,366,461
+$21,286 QoQ
Shares Held
14,197
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,240
of 2,924 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026GeoWealth Management, LLC holds $4,133,978 across 4 Entertainment names. DIS ranks #2 (33.1% of the industry book) .
All Filings in DIS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,461 | 14,197 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,345,175 | 13,957 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,528,727 | 13,437 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,737,537 | 15,175 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $878,610 | 7,085 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $679,746 | 6,887 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,253,132 | 11,254 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $693,240 | 7,207 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $785,184 | 7,908 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $677,628 | 5,538 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $294,257 | 3,290 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $20,343 | 251 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $29,818 | 334 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $10,617 | 141 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $7,906 | 91 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $14,432 | 153 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $15,670 | 166 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $25,237 | 184 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $39,651 | 256 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $25,544 | 151 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||