Position in DIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,995
+$3,743 QoQ
Shares Held
2,348
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,469
of 2,938 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, 2026Capstone Financial Advisors, Inc. holds $634,117 across 3 Entertainment names. DIS ranks #2 (35.6% of the industry book) .
All Filings in DIS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,995 | 2,348 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,252 | 2,306 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,694 | 2,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $320,829 | 2,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $360,745 | 2,909 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $303,996 | 3,080 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $397,074 | 3,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $364,079 | 3,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $344,834 | 3,473 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $423,977 | 3,465 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $271,411 | 3,006 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $255,793 | 3,156 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,874 | 3,202 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $322,418 | 3,220 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $276,539 | 3,183 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $275,726 | 2,923 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $331,721 | 3,514 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $413,125 | 3,012 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $448,871 | 2,898 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $336,648 | 1,990 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $349,782 | 1,990 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $361,290 | 1,958 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $440,992 | 2,434 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $303,375 | 2,445 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $270,300 | 2,424 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $362,250 | 3,750 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||