Position in DIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,709,683
+$282,198 QoQ
Shares Held
69,711
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#597
of 2,924 holders
Holding Since
Jun 2022
16 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, 2026WCG Wealth Advisors LLC holds $27,097,815 across 4 Entertainment names. DIS ranks #2 (24.8% of the industry book) .
All Filings in DIS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,709,683 | 69,711 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,427,485 | 66,689 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,213,131 | 63,401 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,840,788 | 33,544 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,419,096 | 35,635 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $4,080,420 | 36,645 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $3,273,730 | 34,034 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,476,738 | 35,016 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,700,166 | 30,240 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,604,828 | 39,925 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,025,110 | 37,324 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,524,570 | 28,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,619,100 | 26,157 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,262,615 | 26,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $181,679 | 1,926 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $2,374,191 | 25,169 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,438,844 | 15,242 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||