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Measured Wealth Private Client Group, LLC

Position in DIS — Walt Disney Co

CIK 1720235 PORTSMOUTH, NH

Position in DIS

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$18,504
-$3,339 QoQ
Shares Held
192
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Mar 31, 2026

Measured Wealth Private Client Group, LLC holds $21,924 across 4 Entertainment names. DIS ranks #1 (84.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
192 $18,504

All Filings in DIS

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $18,504 192
2025-12-31 $21,843 192
2025-09-30 $21,869 191
2021-12-31 $267,185 1,725
2021-09-30 $291,818 1,725
2021-06-30 $249,241 1,418
2021-03-31 $261,649 1,418
2020-12-31 $256,913 1,418
2020-09-30 $243,569 1,963
2020-06-30 $271,972 2,439
2020-03-31 $211,360 2,188