Position in DIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$774,812
+$283,178 QoQ
Shares Held
8,050
+57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,552
of 2,924 holders
Holding Since
Mar 2025
5 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, 2026Avantra Family Wealth, Inc. holds $1,254,548 across 2 Entertainment names. DIS ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
8,050 | $774,812 | |
| 2 | NFLX |
Netflix Inc
|
6,719 | $479,736 |
All Filings in DIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,812 | 8,050 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $491,634 | 5,101 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $233,683 | 2,054 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $298,959 | 2,611 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $432,404 | 4,381 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||