Position in DIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$221,663
-$2,324 QoQ
Shares Held
2,303
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,473
of 2,924 holders
Holding Since
Mar 2023
6 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, 2026CM WEALTH ADVISORS LLC holds $2,510,798 across 3 Entertainment names. DIS ranks #3 (8.8% of the industry book) .
All Filings in DIS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,663 | 2,303 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $223,987 | 2,324 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $264,401 | 2,324 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $666,617 | 5,448 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $1,073,770 | 12,027 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,140,680 | 11,392 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||