Position in DIS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$521,386
-$704 QoQ
Shares Held
5,417
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,812
of 2,924 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, 2026HHM Wealth Advisors, LLC holds $1,437,673 across 7 Entertainment names. DIS ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
12,540 | $895,356 | |
| 2 | DIS |
Walt Disney Co
This page
|
5,417 | $521,386 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
570 | $15,196 | |
| 4 | LYV |
Live Nation Entertainment, Inc.
|
29 | $5,310 | |
| 5 | AMC |
Amc Entertainment Holdings, Inc.
|
113 | $214 | |
| 6 | FWONA |
Liberty Media Corp
|
2 | $175 | |
| 7 | VSNT |
Versant Media Group, Inc.
|
1 | $36 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,386 | 5,417 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $522,090 | 5,417 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $624,142 | 5,486 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $628,261 | 5,487 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $681,930 | 5,499 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $546,995 | 5,542 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $620,887 | 5,576 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $164,773 | 1,713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $181,700 | 1,830 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $209,725 | 1,714 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $151,867 | 1,682 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $143,944 | 1,776 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $162,310 | 1,818 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $178,631 | 1,784 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $158,034 | 1,819 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $220,637 | 2,339 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $298,681 | 3,164 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $612,968 | 4,469 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $679,347 | 4,386 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $651,981 | 3,854 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $673,726 | 3,833 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $632,903 | 3,430 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $621,085 | 3,428 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $365,663 | 2,947 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $246,548 | 2,211 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $206,820 | 2,141 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||