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Steward Partners Investment Advisory, LLC

Position in DIS — Walt Disney Co

CIK 1723397 STAMFORD, CT

Position in DIS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$20,489,988
-$19,805,044 QoQ
Shares Held
212,883
-49.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#353
of 2,880 holders
Holding Since
Mar 2020
26 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

Steward Partners Investment Advisory, LLC holds $72,781,813 across 23 Entertainment names. DIS ranks #2 (28.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
212,883 $20,489,988

All Filings in DIS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,489,988 212,883
2026-03-31 $40,295,032 418,085
2025-12-31 $44,469,848 390,875
2025-09-30 $36,642,175 320,019
2025-06-30 $13,673,590 110,262
2025-03-31 $10,161,559 102,954
2024-12-31 $10,428,818 93,658
2024-09-30 $9,161,135 95,240
2024-06-30 $9,657,044 97,261
2024-03-31 $11,966,563 97,798
2023-12-31 $5,861,265 64,916
2023-09-30 $5,087,022 62,764
2023-06-30 $5,632,764 63,091
2023-03-31 $6,756,872 67,481
2022-12-31 $6,455,184 74,300
2022-09-30 $7,913,626 83,893
2022-06-30 $8,147,758 86,311
2022-03-31 $12,661,102 92,309
2021-12-31 $15,932,140 102,861
2021-09-30 $18,635,936 110,161
2021-06-30 $20,724,864 117,909
2021-03-31 $26,007,171 140,945
2020-12-31 $21,786,170 120,246
2020-09-30 $13,938,526 112,335
2020-06-30 $10,640,730 95,424
2020-03-31 $9,242,494 95,678