Position in DIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,375,605
+$136,062 QoQ
Shares Held
14,292
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,237
of 2,924 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $4,965,708 across 3 Entertainment names. DIS ranks #2 (27.7% of the industry book) .
All Filings in DIS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,605 | 14,292 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,239,543 | 12,861 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,626,228 | 14,294 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,489,988 | 13,013 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,667,314 | 13,445 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,283,396 | 13,003 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,451,558 | 13,036 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,163,418 | 12,095 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,241,422 | 12,503 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,500,623 | 12,264 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $993,099 | 10,999 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $671,661 | 8,287 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $629,513 | 7,051 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $606,988 | 6,062 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $486,006 | 5,594 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $704,928 | 7,473 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $455,952 | 4,830 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $808,558 | 5,895 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $740,374 | 4,780 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $692,074 | 4,091 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $684,624 | 3,895 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $709,479 | 3,845 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $619,635 | 3,420 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $378,071 | 3,047 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||