Position in DIS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$475,538
-$251,793 QoQ
Shares Held
4,934
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $5,383,283 across 22 Entertainment names. DIS ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
39,313 | $3,779,944 | |
| 2 | DIS |
Walt Disney Co
This page
|
4,934 | $475,538 | |
| 3 | LYV |
Live Nation Entertainment, Inc.
|
1,352 | $206,193 | |
| 4 | MSGS |
Madison Square Garden Sports Corp.
|
443 | $142,380 | |
| 5 | SPHR |
Sphere Entertainment Co.
|
1,157 | $135,831 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
5,820 | $134,325 | |
| 7 | NWSA |
News Corp
|
4,622 | $115,226 | |
| 8 | WBD |
Warner Bros. Discovery, Inc.
|
3,002 | $82,434 |
All Filings in DIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,538 | 4,934 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $727,331 | 6,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $651,619 | 5,691 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $707,229 | 5,703 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $530,019 | 5,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $558,865 | 5,019 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $628,601 | 6,535 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $651,044 | 6,557 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $907,788 | 7,419 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $662,909 | 7,342 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $462,795 | 5,710 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $655,314 | 7,340 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $874,534 | 8,734 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $699,644 | 8,053 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,236,476 | 13,108 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,138,936 | 12,065 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,690,634 | 12,326 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,772,560 | 11,444 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,865,268 | 11,026 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,853,670 | 10,546 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,899,263 | 10,293 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,798,936 | 9,929 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,213,750 | 9,782 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,139,520 | 10,219 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $630,411 | 6,526 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||