Position in DIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$432,932
-$1,452 QoQ
Shares Held
4,498
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,960
of 2,924 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $3,807,365 across 3 Entertainment names. DIS ranks #2 (11.4% of the industry book) .
All Filings in DIS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,932 | 4,498 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $434,384 | 4,507 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $510,827 | 4,490 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $533,455 | 4,659 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $577,761 | 4,659 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $468,430 | 4,746 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $485,486 | 4,360 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $419,388 | 4,360 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $459,910 | 4,632 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $568,851 | 4,649 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $411,722 | 4,560 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $369,588 | 4,560 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $407,116 | 4,560 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $352,057 | 3,516 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $268,980 | 3,096 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $233,749 | 2,478 | Shares | Other | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||