Position in DIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$333,410
-$8,546 QoQ
Shares Held
3,464
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#530
of 746 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, 2026Waldron Private Wealth LLC holds $2,203,391 across 5 Entertainment names. DIS ranks #4 (15.1% of the industry book) .
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,410 | 3,464 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $341,956 | 3,548 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $428,799 | 3,769 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $468,534 | 4,092 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $458,961 | 3,701 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $391,937 | 3,971 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,105,927 | 9,932 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $929,386 | 9,662 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,187,508 | 11,960 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,506,251 | 12,310 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,150,204 | 12,739 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $852,727 | 10,521 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,187,156 | 13,297 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $1,746,367 | 17,441 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $2,102,930 | 24,205 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,283,257 | 24,205 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,184,227 | 23,138 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,275,106 | 23,878 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,560,456 | 22,987 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,719,407 | 16,075 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,344,068 | 13,336 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,482,901 | 13,456 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,511,335 | 13,861 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,719,748 | 13,860 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,383,727 | 12,409 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,020,868 | 10,568 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||