Position in DIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$327,057
+$1,486 QoQ
Shares Held
3,398
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,188
of 2,930 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $3,153,699 across 9 Entertainment names. DIS ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
38,900 | $2,777,460 | |
| 2 | DIS |
Walt Disney Co
This page
|
3,398 | $327,057 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
1,215 | $32,391 | |
| 4 | FOXA |
Fox Corp
|
141 | $7,354 | |
| 5 | ROKU |
Roku, Inc
|
30 | $4,144 | |
| 6 | PSKY |
Paramount Skydance Corp
|
216 | $2,129 | |
| 7 | VSNT |
Versant Media Group, Inc.
|
47 | $1,692 | |
| 8 | NWSA |
News Corp
|
44 | $1,092 |
All Filings in DIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,057 | 3,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $325,571 | 3,378 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $411,164 | 3,614 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $389,071 | 3,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $490,831 | 3,958 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $473,237 | 4,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $431,989 | 4,491 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $648,760 | 6,534 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $805,128 | 6,580 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $546,796 | 6,056 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $647,427 | 7,988 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $700,669 | 7,848 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $825,271 | 8,242 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $697,385 | 8,027 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $710,682 | 7,534 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $637,483 | 6,753 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,058,600 | 7,718 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,116,756 | 7,210 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,195,862 | 7,069 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,161,487 | 6,608 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $745,460 | 4,040 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $758,419 | 4,186 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $545,827 | 4,399 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $544,614 | 4,884 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,393,841 | 14,429 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||