Position in DIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$77,385
+$3,077 QoQ
Shares Held
804
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,681
of 2,924 holders
Holding Since
Mar 2021
20 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, 2026GoalVest Advisory LLC holds $173,944 across 3 Entertainment names. DIS ranks #2 (44.5% of the industry book) .
All Filings in DIS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,385 | 804 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $74,308 | 771 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $525,958 | 4,623 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $58,051 | 507 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $81,474 | 657 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $65,339 | 662 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $73,156 | 657 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $48,768 | 507 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $50,340 | 507 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $85,284 | 697 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $50,291 | 557 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $11,914 | 147 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $13,124 | 147 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $19,725 | 197 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $17,115 | 197 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $13,866 | 147 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $68,062 | 721 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $977,265 | 7,125 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $1,170,100 | 6,657 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $597,660 | 3,239 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||