Position in DIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$180,950
-$244 QoQ
Shares Held
1,880
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,583
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $242,126 across 4 Entertainment names. DIS ranks #1 (74.7% 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 | $180,950 | 1,880 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $181,194 | 1,880 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $213,887 | 1,880 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $215,260 | 1,880 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,138 | 1,880 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $185,556 | 1,880 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $217,243 | 1,951 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $187,666 | 1,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $197,686 | 1,991 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $243,618 | 1,991 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $188,796 | 2,091 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $218,105 | 2,691 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $242,216 | 2,713 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $309,201 | 3,088 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $266,895 | 3,072 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $289,781 | 3,072 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $289,996 | 3,072 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $531,083 | 3,872 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $599,734 | 3,872 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $649,443 | 3,839 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $718,723 | 4,089 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $754,502 | 4,089 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $804,258 | 4,439 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $531,434 | 4,283 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $477,597 | 4,283 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $399,247 | 4,133 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||