Position in DIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$910,910
+$122,233 QoQ
Shares Held
9,464
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,453
of 2,924 holders
Holding Since
Mar 2021
19 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, 2026Everhart Financial Group, Inc. holds $5,116,886 across 4 Entertainment names. DIS ranks #3 (17.8% of the industry book) .
All Filings in DIS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,910 | 9,464 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $788,677 | 8,183 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $927,680 | 8,154 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $924,587 | 8,075 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $955,745 | 7,707 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $884,352 | 8,960 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $885,232 | 7,950 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $625,812 | 6,506 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $682,519 | 6,874 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $705,283 | 5,764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $456,415 | 5,055 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $227,217 | 2,545 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $325,222 | 3,248 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $464,952 | 4,929 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $272,060 | 2,882 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $470,595 | 3,431 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $474,183 | 2,803 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $412,883 | 2,349 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $204,263 | 1,107 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||