Position in DIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$717,543
-$969 QoQ
Shares Held
7,455
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,601
of 2,930 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $4,857,893 across 3 Entertainment names. DIS ranks #3 (14.8% of the industry book) .
All Filings in DIS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,543 | 7,455 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $718,512 | 7,455 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $730,972 | 6,425 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $731,197 | 6,386 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $768,986 | 6,201 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $402,301 | 4,076 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $472,903 | 4,247 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $363,598 | 3,780 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $305,018 | 3,072 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $428,382 | 3,501 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $288,295 | 3,193 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $279,217 | 3,445 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $259,001 | 2,901 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $393,811 | 3,933 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $292,351 | 3,365 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $367,887 | 3,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $250,632 | 2,655 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $426,018 | 3,106 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $434,931 | 2,808 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $492,284 | 2,910 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $576,349 | 3,279 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||