CBIZ Investment Advisory Services, LLC
Position in DIS — Walt Disney Co
CIK 1795934
INDEPENDENCE, OH
Position in DIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,000
-$104 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,683
of 2,924 holders
Holding Since
Mar 2020
17 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, 2026CBIZ Investment Advisory Services, LLC holds $100,270 across 5 Entertainment names. DIS ranks #1 (76.8% of the industry book) .
All Filings in DIS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,000 | 800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $77,104 | 800 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $126,057 | 1,108 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $130,873 | 1,143 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $158,484 | 1,278 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $104,424 | 1,058 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $102,219 | 918 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $85,993 | 894 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $79,630 | 802 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $98,132 | 802 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $112,159 | 663 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $116,535 | 663 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $122,336 | 663 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $148,929 | 822 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $82,265 | 663 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $71,366 | 640 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $64,432 | 667 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||