Apella Capital, LLC

Position in DIS — Walt Disney Co

CIK 1801507 WEST HARTFORD, CT

Position in DIS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,658,040

-$70,959 QoQ

Shares Held

27,616

-2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#940

of 2,924 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Apella Capital, LLC holds $5,176,917 across 3 Entertainment names. DIS ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	27,616	$2,658,040
2	NFLX	Netflix Inc	22,395	$1,599,003
3	ROKU	Roku, Inc	6,659	$919,874

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,658,040	27,616	-2.5%	Shares	Sole	2026-07-08
2026-03-31	$2,728,999	28,315	+25.4%	Shares	Sole	2026-04-20
2025-12-31	$2,569,154	22,582	+11.1%	Shares	Sole	2026-01-21
2025-09-30	$2,326,640	20,320	+2.1%	Shares	Sole	2025-10-17
2025-06-30	$2,468,295	19,904	+109.3%	Shares	Sole	2025-07-08
2025-03-31	$938,538	9,509	+32.3%	Shares	Sole	2025-04-10
2024-12-31	$800,606	7,190	+2.5%	Shares	Sole	2025-01-14
2024-09-30	$674,484	7,012	-0.9%	Shares	Sole	2024-10-03
2024-06-30	$702,576	7,076	+28.8%	Shares	Sole	2024-07-10
2024-03-31	$672,123	5,493	-7.1%	Shares	Sole	2024-04-10
2023-12-31	$533,975	5,914	-2.5%	Shares	Sole	2024-01-05
2023-09-30	$491,487	6,064	-1.4%	Shares	Sole	2023-10-10
2023-06-30	$549,339	6,153	+19.7%	Shares	Sole	2023-07-06
2022-12-31	$446,476	5,139	+19.2%	Shares	Sole	2023-01-10
2022-09-30	$406,656	4,311	-0.4%	Shares	Sole	2022-10-11
2022-06-30	$408,563	4,328	+10.8%	Shares	Sole	2022-07-08
2022-03-31	$535,746	3,906	+31.6%	Shares	Sole	2022-04-11
2021-12-31	$459,868	2,969	-6.1%	Shares	Sole	2022-01-13
2021-09-30	$534,915	3,162	+11.2%	Shares	Sole	2022-01-18
2021-06-30	$499,889	2,844	+8.1%	Shares	Sole	2022-01-18
2021-03-31	$485,472	2,631	0.0%	Shares	Sole	2021-04-15
2020-12-31	$476,684	2,631	+4.0%	Shares	Sole	2021-02-18
2020-09-30	$314,046	2,531	0.0%	Shares	Sole	2020-10-22
2020-06-30	$282,231	2,531	+4.2%	Shares	Sole	2020-07-20
2020-03-31	$234,738	2,430	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.