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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, 2026

CBIZ Investment Advisory Services, LLC holds $100,270 across 5 Entertainment names. DIS ranks #1 (76.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
800 $77,000

All Filings in DIS

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $77,000 800
2026-03-31 $77,104 800
2025-12-31 $126,057 1,108
2025-09-30 $130,873 1,143
2025-06-30 $158,484 1,278
2025-03-31 $104,424 1,058
2024-12-31 $102,219 918
2024-09-30 $85,993 894
2024-06-30 $79,630 802
2024-03-31 $98,132 802
2021-09-30 $112,159 663
2021-06-30 $116,535 663
2021-03-31 $122,336 663
2020-12-31 $148,929 822
2020-09-30 $82,265 663
2020-06-30 $71,366 640
2020-03-31 $64,432 667