Position in DIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$607,433
-$2,748 QoQ
Shares Held
6,311
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,703
of 2,924 holders
Holding Since
Dec 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, 2026Lifeworks Advisors, LLC holds $2,570,936 across 3 Entertainment names. DIS ranks #2 (23.6% 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 | $607,433 | 6,311 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $610,181 | 6,331 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $717,774 | 6,309 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $764,974 | 6,681 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $812,513 | 6,552 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $608,584 | 6,166 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $628,459 | 5,644 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $567,328 | 5,898 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $538,846 | 5,427 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $729,877 | 5,965 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $492,351 | 5,453 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $499,754 | 6,166 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $553,446 | 6,199 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $619,404 | 6,186 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $500,081 | 5,756 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $670,308 | 7,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $662,971 | 7,023 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $775,091 | 5,651 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,360,553 | 8,784 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||