Position in DIS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$896,277
-$111,661 QoQ
Shares Held
9,312
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,463
of 2,924 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026SVB WEALTH LLC holds $1,155,434 across 2 Entertainment names. DIS ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
9,312 | $896,277 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
9,721 | $259,157 |
All Filings in DIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,277 | 9,312 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,007,938 | 10,458 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,211,761 | 10,651 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,256,064 | 10,970 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,352,078 | 10,903 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $3,643,037 | 32,717 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $3,351,433 | 33,754 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,903,576 | 40,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,598,327 | 39,853 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,198,800 | 39,467 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,860,913 | 43,245 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,177,221 | 51,705 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,602,445 | 75,995 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $21,307,541 | 225,883 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $23,885,276 | 253,022 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $36,977,787 | 269,596 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $39,957,126 | 257,971 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $44,248,611 | 261,563 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $46,104,821 | 262,302 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $50,399,977 | 273,141 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $52,923,038 | 292,102 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $35,744,964 | 288,080 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $31,559,894 | 283,023 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $27,335,868 | 282,980 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||