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BFSG, LLC

Position in DIS — Walt Disney Co

CIK 1706836 IRVINE, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$233,791
-$28,266 QoQ
Shares Held
2,429
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,426
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, 2026

BFSG, LLC holds $5,228,655 across 8 Entertainment names. DIS ranks #4 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 DIS
Walt Disney Co
This page
2,429 $233,791

All Filings in DIS

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $233,791 2,429
2026-03-31 $262,057 2,719
2025-12-31 $305,358 2,684
2025-09-30 $8,235,641 71,927
2025-06-30 $5,966,245 48,111
2025-03-31 $4,758,820 48,215
2024-12-31 $5,308,722 47,676
2024-09-30 $1,968,432 20,464
2024-06-30 $256,962 2,588
2024-03-31 $320,216 2,617
2023-12-31 $349,783 3,874
2023-09-30 $315,608 3,894
2023-06-30 $336,853 3,773
2023-03-31 $391,808 3,913
2022-12-31 $338,832 3,900
2022-09-30 $340,342 3,608
2022-06-30 $337,952 3,580
2022-03-31 $456,879 3,331
2021-12-31 $514,699 3,323
2021-09-30 $553,355 3,271
2021-03-31 $592,493 3,211
2020-12-31 $598,075 3,301
2020-09-30 $421,996 3,401
2020-06-30 $390,396 3,501
2020-03-31 $511,303 5,293