Position in DIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,498
-$181 QoQ
Shares Held
1,387
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,611
of 2,923 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $200,296 across 5 Entertainment names. DIS ranks #1 (66.7% of the industry book) .
All Filings in DIS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,498 | 1,387 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $133,679 | 1,387 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $157,798 | 1,387 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $170,261 | 1,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $184,402 | 1,487 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $146,766 | 1,487 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $163,350 | 1,467 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||