Position in DIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$356,125
-$481 QoQ
Shares Held
3,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,124
of 2,924 holders
Holding Since
Mar 2020
25 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, 2026Fortis Advisors, LLC holds $600,064 across 2 Entertainment names. DIS ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
3,700 | $356,125 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
9,150 | $243,939 |
All Filings in DIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,125 | 3,700 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $356,606 | 3,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $423,451 | 3,722 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $426,169 | 3,722 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $622,778 | 5,022 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $475,931 | 4,822 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $481,254 | 4,322 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $415,733 | 4,322 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $429,131 | 4,322 | Shares | Sole | 2024-12-05 | |
| 2024-03-31 | $528,839 | 4,322 | Shares | Sole | 2024-12-05 | |
| 2023-12-31 | $390,233 | 4,322 | Shares | Sole | 2024-12-05 | |
| 2023-09-30 | $350,298 | 4,322 | Shares | Sole | 2024-12-05 | |
| 2023-06-30 | $475,148 | 5,322 | Shares | Sole | 2024-12-04 | |
| 2023-03-31 | $510,663 | 5,100 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $356,208 | 4,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $386,753 | 4,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $348,902 | 3,696 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $373,761 | 2,725 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $360,119 | 2,325 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $377,905 | 2,150 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $101,486 | 550 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $99,649 | 550 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $62,040 | 500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $111,510 | 1,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $118,721 | 1,229 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||