Position in DIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$554,977
-$14,146 QoQ
Shares Held
5,766
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,766
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, 2026Safeguard Investment Advisory Group, LLC holds $1,348,491 across 3 Entertainment names. DIS ranks #1 (41.2% of the industry book) .
All Filings in DIS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,977 | 5,766 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $569,123 | 5,905 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $681,254 | 5,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $679,557 | 5,935 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $712,933 | 5,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $848,030 | 8,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $435,823 | 3,914 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $485,470 | 5,047 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $505,386 | 5,090 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $605,314 | 4,947 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $457,047 | 5,062 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $411,815 | 5,081 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $440,864 | 4,938 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $467,306 | 4,667 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $364,896 | 4,200 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $395,808 | 4,196 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $376,089 | 3,984 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $546,445 | 3,984 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $578,514 | 3,735 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $632,019 | 3,736 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,414,596 | 8,048 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $445,615 | 2,415 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $443,891 | 2,450 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||