Dynamic Advisor Solutions LLC

Position in DIS — Walt Disney Co

CIK 1599747 PHOENIX, AZ

Back to DIS Full portfolio

Position in DIS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,356,237

+$14,936 QoQ

Shares Held

34,870

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#843

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)

Derivatives in DIS

reported options exposure · as of Sep 30, 2023

CallValue

CallShares

PutValue

$122,171

PutShares

18,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Entertainment

Communication Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $11,727,772 across 4 Entertainment names. DIS ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	110,338	$7,878,133
2	DIS	Walt Disney Co This page	34,870	$3,356,237
3	WBD	Warner Bros. Discovery, Inc.	10,478	$279,343
4	NWSA	News Corp	8,621	$214,059

All Filings in DIS

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,356,237	34,870	+0.6%	Shares	Sole	2026-07-07
2026-03-31	$3,341,301	34,668	-0.2%	Shares	Sole	2026-04-08
2025-12-31	$3,951,232	34,730	-10.9%	Shares	Sole	2026-01-09
2025-09-30	$4,465,271	38,998	-0.1%	Shares	Sole	2025-10-09
2025-06-30	$4,838,870	39,020	-2.0%	Shares	Sole	2025-07-09
2025-03-31	$3,931,615	39,834	-4.2%	Shares	Sole	2025-04-17
2024-12-31	$4,628,040	41,563	-6.8%	Shares	Sole	2025-01-21
2024-09-30	$4,290,939	44,609	-5.9%	Shares	Sole	2024-10-07
2024-06-30	$4,708,927	47,426	-3.9%	Shares	Sole	2024-07-15
2024-03-31	$6,040,790	49,369	-23.8%	Shares	Sole	2024-04-12
2023-12-31	$5,851,965	64,813	-12.1%	Shares	Sole	2024-01-10
2023-09-30	$122,171	18,600	—	Put	Sole	2023-10-11
2023-09-30	$5,979,463	73,775	+7.1%	Shares	Sole	2023-10-11
2023-06-30	$6,152,463	68,912	+25.3%	Shares	Sole	2023-08-03
2023-03-31	$5,505,047	54,979	+26.0%	Shares	Sole	2023-04-11
2022-12-31	$3,791,182	43,637	+1.4%	Shares	Sole	2023-01-13
2022-09-30	$4,059,868	43,039	+3.0%	Shares	Sole	2022-10-20
2022-06-30	$3,944,315	41,783	-2.9%	Shares	Sole	2022-07-27
2022-03-31	$5,902,680	43,035	+1.5%	Shares	Sole	2022-04-11
2021-12-31	$6,567,336	42,400	+5.5%	Shares	Sole	2022-01-26
2021-09-30	$6,796,235	40,174	+25.6%	Shares	Sole	2021-10-28
2021-06-30	$5,624,288	31,998	+4.9%	Shares	Sole	2021-08-10
2021-03-31	$5,625,830	30,489	-17.8%	Shares	Sole	2021-04-27
2020-12-31	$6,719,603	37,088	-3.0%	Shares	Sole	2021-02-03
2020-09-30	$4,746,184	38,251	+9.9%	Shares	Sole	2020-10-27
2020-06-30	$3,879,655	34,792	+3.2%	Shares	Sole	2020-08-05
2020-03-31	$3,255,709	33,703	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.