Position in DIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$343,708
-$175,491 QoQ
Shares Held
3,571
-33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,148
of 2,924 holders
Holding Since
Mar 2023
12 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 Capital Wealth Partners, LLC holds $1,912,574 across 3 Entertainment names. DIS ranks #3 (18.0% of the industry book) .
All Filings in DIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,708 | 3,571 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $519,199 | 5,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $723,349 | 6,358 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $764,173 | 6,674 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $839,051 | 6,766 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $679,154 | 6,881 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $889,797 | 7,991 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $851,377 | 8,851 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $881,496 | 8,878 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $653,609 | 7,239 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $820,063 | 10,118 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $768,798 | 7,678 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||