Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$97,982
+$1,699 QoQ
Shares Held
1,018
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,651
of 2,924 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $102,614 across 7 Entertainment names. DIS ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
1,018 | $97,982 | |
| 2 | VSNT |
Versant Media Group, Inc.
|
44 | $1,584 | |
| 3 | AMC |
Amc Entertainment Holdings, Inc.
|
631 | $1,198 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
28 | $746 | |
| 5 | NFLX |
Netflix Inc
|
10 | $714 | |
| 6 | ROKU |
Roku, Inc
|
2 | $276 | |
| 7 | PLAY |
Dave & Buster's Entertainment, Inc.
|
10 | $114 |
All Filings in DIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,982 | 1,018 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $96,283 | 999 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $116,500 | 1,024 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $117,248 | 1,024 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $127,234 | 1,026 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $104,424 | 1,058 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $117,808 | 1,058 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $101,769 | 1,058 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $104,949 | 1,057 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $68,521 | 560 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $50,381 | 558 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $39,228 | 484 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||