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Arkadios Wealth Advisors

Position in DIS — Walt Disney Co

CIK 1800798 ATLANTA, GA

Position in DIS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,780,640
-$183,604 QoQ
Shares Held
49,669
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#712
of 2,930 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Derivatives in DIS

reported options exposure · as of Jun 30, 2026
CallValue
$385,000
CallShares
4,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Entertainment

Communication Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $23,803,175 across 5 Entertainment names. DIS ranks #2 (20.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
49,669 $4,780,640

All Filings in DIS

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31 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $385,000 4,000
2026-06-30 $4,780,640 49,669
2026-03-31 $385,520 4,000
2026-03-31 $4,964,244 51,507
2025-12-31 $455,080 4,000
2025-12-31 $5,254,353 46,184
2025-09-30 $458,000 4,000
2025-09-30 $5,050,824 44,112
2025-06-30 $4,920,840 39,681
2025-06-30 $496,040 4,000
2025-03-31 $3,377,809 34,223
2024-12-31 $3,307,874 29,707
2024-09-30 $2,720,541 28,283
2024-06-30 $4,068,209 40,973
2024-03-31 $4,096,857 33,482
2023-12-31 $3,380,277 37,438
2023-09-30 $3,016,518 37,218
2023-06-30 $3,163,993 35,439
2023-03-31 $3,676,473 36,717
2022-12-31 $3,383,367 38,943
2022-09-30 $3,191,561 33,834
2022-06-30 $2,618,184 27,735
2022-03-31 $2,589,580 18,880
2021-12-31 $2,261,703 14,602
2021-09-30 $2,386,819 14,109
2021-06-30 $3,617,346 20,580
2021-03-31 $2,834,227 15,360
2020-12-31 $2,342,657 12,930
2020-09-30 $738,276 5,950
2020-06-30 $748,789 6,715
2020-03-31 $636,787 6,592