Strategic Investment Advisors / MI
Position in DIS — Walt Disney Co
CIK 1760540
FARMINGTON HILLS, MI
Position in DIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,025,351
+$313,103 QoQ
Shares Held
10,653
+44.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,387
of 2,924 holders
Holding Since
Mar 2020
15 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, 2026Strategic Investment Advisors / MI holds $5,006,576 across 4 Entertainment names. DIS ranks #2 (20.5% of the industry book) .
All Filings in DIS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,351 | 10,653 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $712,248 | 7,390 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $414,122 | 3,640 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $563,501 | 4,544 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $502,284 | 5,089 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $382,375 | 3,434 | Shares | Sole | 2025-01-22 | |
| 2023-06-30 | $387,207 | 4,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $410,733 | 4,102 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $517,370 | 5,955 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $212,242 | 2,250 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $270,078 | 2,861 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $903,472 | 6,587 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $983,241 | 6,348 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $996,242 | 5,889 | Shares | Sole | 2021-10-19 | |
| 2020-03-31 | $274,730 | 2,844 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||