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PERSONAL CFO SOLUTIONS, LLC

Position in DIS — Walt Disney Co

CIK 1677501 CHESTER, NJ

Position in DIS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,082,331
+$40,560 QoQ
Shares Held
11,245
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,362
of 2,924 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $4,133,713 across 4 Entertainment names. DIS ranks #2 (26.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
11,245 $1,082,331

All Filings in DIS

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,082,331 11,245
2026-03-31 $1,041,771 10,809
2025-12-31 $1,128,712 9,921
2025-09-30 $1,062,445 9,279
2025-06-30 $878,858 7,087
2025-03-31 $714,094 7,235
2024-12-31 $657,076 5,901
2024-09-30 $539,433 5,608
2024-06-30 $532,492 5,363
2024-03-31 $676,283 5,527
2023-12-31 $461,111 5,107
2023-09-30 $467,496 5,768
2023-06-30 $529,876 5,935
2023-03-31 $466,605 4,660
2022-12-31 $384,878 4,430
2022-09-30 $332,041 3,520
2022-06-30 $363,534 3,851
2022-03-31 $521,482 3,802
2021-12-31 $560,856 3,621
2021-09-30 $499,389 2,952
2021-06-30 $496,550 2,825
2021-03-31 $496,912 2,693
2020-12-31 $460,921 2,544
2020-09-30 $304,368 2,453
2020-06-30 $259,706 2,329