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Tower View Wealth Management LLC

Position in DIS — Walt Disney Co

CIK 1729045 SHOREWOOD, WI

Position in DIS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$199,141
+$42,138 QoQ
Shares Held
2,069
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,570
of 2,924 holders
Holding Since
Mar 2020
21 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

Tower View Wealth Management LLC holds $1,352,829 across 3 Entertainment names. DIS ranks #2 (14.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
2,069 $199,141

All Filings in DIS

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $199,141 2,069
2026-03-31 $157,003 1,629
2025-12-31 $184,193 1,619
2025-09-30 $185,375 1,619
2025-06-30 $178,822 1,442
2025-03-31 $142,325 1,442
2024-12-31 $159,787 1,435
2024-09-30 $138,032 1,435
2024-06-30 $142,481 1,435
2024-03-31 $175,586 1,435
2023-12-31 $129,566 1,435
2023-09-30 $116,306 1,435
2022-03-31 $1,121,694 8,178
2021-12-31 $3,266,939 21,092
2021-09-30 $3,518,905 20,801
2021-06-30 $3,646,348 20,745
2021-03-31 $3,840,414 20,813
2020-12-31 $3,765,282 20,782
2020-09-30 $2,581,732 20,807
2020-06-30 $2,311,825 20,732
2020-03-31 $1,913,163 19,805