Position in DIS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$481
+$0 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,920
of 2,924 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026West Financial Advisors, LLC holds $5,148 across 4 Entertainment names. DIS ranks #2 (9.3% of the industry book) .
All Filings in DIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481 | 5 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $481 | 5 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $568 | 5 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $572 | 5 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,284 | 91 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,981 | 91 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,135 | 100 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,272 | 86 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,538 | 86 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,522 | 86 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,764 | 86 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,970 | 86 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $20,355 | 228 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $14,218 | 142 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,336 | 142 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $13,394 | 142 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $13,404 | 142 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $24,825 | 181 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $141,724 | 915 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $154,790 | 915 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $93,333 | 531 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $157,949 | 856 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $195,855 | 1,081 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||