Position in DIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$568,067
-$10,405 QoQ
Shares Held
5,902
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,755
of 2,930 holders
Holding Since
Sep 2020
20 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, 2026Spectrum Wealth Advisory Group, LLC holds $645,966 across 5 Entertainment names. DIS ranks #1 (87.9% of the industry book) .
All Filings in DIS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,067 | 5,902 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $578,472 | 6,002 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $682,847 | 6,002 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $693,641 | 6,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $751,128 | 6,057 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $775,880 | 7,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $880,889 | 7,911 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $754,225 | 7,841 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $798,887 | 8,046 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $972,150 | 7,945 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $717,805 | 7,950 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $644,347 | 7,950 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $696,205 | 7,798 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $461,999 | 4,614 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $681,052 | 7,839 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $744,358 | 7,891 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $258,135 | 1,882 | Shares | Sole | 2022-04-22 | |
| 2021-03-31 | $199,835 | 1,083 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $212,705 | 1,174 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $288,982 | 2,329 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||