Gladstone Institutional Advisory LLC

Position in DIS — Walt Disney Co

CIK 1766530 Bedminster, NJ

Position in DIS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,927,058

-$73,540 QoQ

Shares Held

30,411

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#901

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $7,908,224 across 3 Entertainment names. DIS ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	66,257	$4,730,749
2	DIS	Walt Disney Co This page	30,411	$2,927,058
3	WBD	Warner Bros. Discovery, Inc.	9,393	$250,417

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,927,058	30,411	-2.3%	Shares	Sole	2026-07-27
2026-03-31	$3,000,598	31,133	+2.2%	Shares	Sole	2026-05-14
2025-12-31	$3,465,434	30,460	+10.5%	Shares	Sole	2026-02-17
2025-09-30	$3,155,849	27,562	-1.4%	Shares	Sole	2025-10-22
2025-06-30	$3,466,327	27,952	+4.1%	Shares	Sole	2025-08-12
2025-03-31	$2,649,009	26,839	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$2,895,100	26,000	-12.5%	Shares	Sole	2025-01-29
2024-09-30	$2,858,189	29,714	+1.0%	Shares	Sole	2024-10-28
2024-06-30	$2,921,211	29,421	+5.8%	Shares	Sole	2024-08-02
2024-03-31	$3,403,321	27,814	-10.0%	Shares	Sole	2024-05-14
2023-12-31	$2,789,780	30,898	-1.4%	Shares	Sole	2024-02-09
2023-09-30	$2,539,782	31,336	+7.6%	Shares	Sole	2023-11-13
2023-06-30	$2,601,262	29,136	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$2,960,944	29,571	-2.5%	Shares	Sole	2023-05-12
2022-12-31	$2,634,114	30,319	-13.6%	Shares	Sole	2023-02-01
2022-09-30	$3,309,945	35,089	-24.2%	Shares	Sole	2023-01-30
2022-06-30	$4,369,870	46,291	+29.7%	Shares	Sole	2023-01-30
2022-03-31	$4,896,063	35,696	-4.7%	Shares	Sole	2023-01-30
2021-12-31	$5,800,165	37,447	+17.4%	Shares	Sole	2023-01-30
2021-09-30	$5,394,831	31,890	+54.3%	Shares	Sole	2023-01-30
2021-06-30	$3,632,462	20,666	-8.4%	Shares	Sole	2023-01-30
2021-03-31	$4,164,800	22,571	+89.7%	Shares	Sole	2023-01-30
2020-12-31	$2,155,679	11,898	-0.2%	Shares	Sole	2021-02-16
2020-09-30	$1,478,785	11,918	-3.5%	Shares	Sole	2020-11-16
2020-06-30	$1,377,036	12,349	-0.6%	Shares	Sole	2020-08-17
2020-03-31	$1,200,254	12,425	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.