Position in DIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$644,105
+$135,508 QoQ
Shares Held
6,692
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,668
of 2,924 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, 2026Plancorp, LLC holds $2,029,764 across 2 Entertainment names. DIS ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
19,407 | $1,385,659 | |
| 2 | DIS |
Walt Disney Co
This page
|
6,692 | $644,105 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,105 | 6,692 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $508,597 | 5,277 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $635,519 | 5,586 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $636,276 | 5,557 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $827,270 | 6,671 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $804,207 | 8,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $729,676 | 6,553 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $585,219 | 6,084 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $615,002 | 6,194 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $726,206 | 5,935 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $540,746 | 5,989 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $483,868 | 5,970 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $476,130 | 5,333 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $543,305 | 5,426 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $437,180 | 5,032 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $533,530 | 5,656 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $507,777 | 5,379 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $783,320 | 5,711 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $865,835 | 5,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,038,872 | 6,141 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $931,932 | 5,302 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $976,110 | 5,290 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,014,970 | 5,602 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $646,829 | 5,213 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $578,402 | 5,187 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $527,629 | 5,462 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||