Position in DIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,720,083
-$101,209 QoQ
Shares Held
17,871
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,127
of 2,924 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $3,914,736 across 3 Entertainment names. DIS ranks #2 (43.9% of the industry book) .
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720,083 | 17,871 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,821,292 | 18,897 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,204,862 | 19,380 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,116,647 | 18,486 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,521,867 | 20,336 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,866,910 | 18,915 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,012,428 | 18,073 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,872,242 | 19,464 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $2,046,168 | 20,608 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,556,834 | 20,896 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,723,094 | 19,084 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,627,727 | 20,083 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,784,796 | 19,991 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,296,581 | 22,936 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,574,960 | 18,128 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,395,321 | 25,393 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,094,358 | 22,186 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $1,562,252 | 11,390 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,445,742 | 9,334 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,579,540 | 9,337 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,614,623 | 9,186 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,641,858 | 8,898 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,423,349 | 7,856 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,345,027 | 10,840 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,256,271 | 11,266 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $774,055 | 8,013 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||