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, 2026Measured Wealth Private Client Group, LLC holds $21,924 across 4 Entertainment names. DIS ranks #1 (84.4% of the industry book) .
All Filings in DIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,504 | 192 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,843 | 192 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,869 | 191 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $267,185 | 1,725 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $291,818 | 1,725 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $249,241 | 1,418 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $261,649 | 1,418 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $256,913 | 1,418 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $243,569 | 1,963 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $271,972 | 2,439 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $211,360 | 2,188 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||