Position in DIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,949,271
+$1,408,078 QoQ
Shares Held
51,421
+40.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#697
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, 2026Wealthspire Advisors, LLC holds $13,219,977 across 6 Entertainment names. DIS ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
92,136 | $6,578,510 | |
| 2 | DIS |
Walt Disney Co
This page
|
51,421 | $4,949,271 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
33,340 | $888,844 | |
| 4 | SIRI |
Sirius Xm Holdings Inc.
|
10,102 | $298,413 | |
| 5 | FWONA |
Liberty Media Corp
|
2,960 | $281,614 | |
| 6 | BATRA |
Atlanta Braves Holdings, Inc.
|
4,303 | $223,325 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,949,271 | 51,421 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,541,193 | 36,742 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,433,123 | 30,176 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,582,060 | 40,018 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,397,609 | 19,334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,074,786 | 61,548 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,895,768 | 26,006 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,407,828 | 25,032 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,266,194 | 22,824 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,964,905 | 24,231 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,187,636 | 24,229 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,953,386 | 24,101 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,950,410 | 21,846 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,252,624 | 22,497 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,164,615 | 24,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,093,654 | 22,195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,252,478 | 23,861 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,977,606 | 21,709 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,620,089 | 23,372 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,729,654 | 27,958 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,638,966 | 20,703 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,401,466 | 40,112 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,480,332 | 30,248 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,438,707 | 11,595 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,212,894 | 10,877 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,131,292 | 42,767 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||