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Golden State Wealth Management, LLC

Position in DIS — Walt Disney Co

CIK 1776033 SANTA ANA, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$547,758
-$63,483 QoQ
Shares Held
5,691
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,778
of 2,924 holders
Holding Since
Mar 2020
14 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, 2026

Golden State Wealth Management, LLC holds $1,600,425 across 13 Entertainment names. DIS ranks #2 (34.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
5,691 $547,758

All Filings in DIS

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $547,758 5,691
2026-03-31 $611,241 6,342
2025-12-31 $841,329 7,395
2025-09-30 $886,917 7,746
2025-06-30 $974,346 7,857
2024-12-31 $671,663 6,032
2021-12-31 $2,080,947 13,435
2021-09-30 $1,857,824 10,982
2021-06-30 $1,943,488 11,057
2021-03-31 $1,279,461 6,934
2020-12-31 $1,793,138 9,897
2020-09-30 $936,307 7,546
2020-06-30 $323,713 2,903
2020-03-31 $633,985 6,563