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Atlantic Private Wealth, LLC

Position in DIS — Walt Disney Co

CIK 1893143 CHAPEL HILL, NC

Position in DIS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$19,250
-$26 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,815
of 2,924 holders
Holding Since
Mar 2023
13 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, 2026

Atlantic Private Wealth, LLC holds $21,785 across 5 Entertainment names. DIS ranks #1 (88.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
200 $19,250

All Filings in DIS

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,250 200
2026-03-31 $19,276 200
2025-12-31 $28,442 250
2025-09-30 $28,625 250
2025-06-30 $31,002 250
2025-03-31 $24,675 250
2024-12-31 $27,837 250
2024-09-30 $24,047 250
2024-03-31 $13,704 112
2023-12-31 $10,022 111
2023-09-30 $8,996 111
2023-06-30 $9,910 111
2023-03-31 $11,114 111