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Aptus Capital Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1664193 FAIRHOPE, AL

Position in DIS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$10,568,249
+$128,079 QoQ
Shares Held
109,800
+1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#476
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Derivatives in DIS

reported options exposure · as of Mar 31, 2024
CallValue
$94,829,000
CallShares
775,000
PutValue
$0
PutShares
0

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

Aptus Capital Advisors, LLC holds $37,839,495 across 5 Entertainment names. DIS ranks #2 (27.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
109,800 $10,568,249

All Filings in DIS

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28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,568,249 109,800
2026-03-31 $10,440,170 108,323
2025-12-31 $13,219,163 116,192
2025-09-30 $5,642,445 49,279
2025-06-30 $6,977,669 56,267
2025-03-31 $5,463,439 55,354
2024-12-31 $5,387,669 48,385
2024-09-30 $1,960,736 20,384
2024-06-30 $6,675,861 67,236
2024-03-31 $94,829,000 775,000
2024-03-31 $7,284,335 59,532
2023-12-31 $4,791,960 53,073
2023-09-30 $4,490,169 55,400
2023-06-30 $5,113,333 57,273
2023-03-31 $5,923,589 59,159
2022-12-31 $4,879,875 56,168
2022-09-30 $2,600,488 27,568
2022-06-30 $518,067 5,488
2022-03-31 $5,302,742 38,661
2021-12-31 $5,229,240 33,761
2021-09-30 $4,933,334 29,162
2021-06-30 $2,872,784 16,344
2021-03-31 $1,738,362 9,421
2020-12-31 $803,895 4,437
2020-12-31 $23,553,400 130,000
2020-09-30 $530,442 4,275
2020-06-30 $542,830 4,868
2020-03-31 $514,298 5,324