Position in DIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$117,617
-$55,577 QoQ
Shares Held
1,222
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,624
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, 2026Morton Brown Family Wealth, LLC holds $129,050 across 3 Entertainment names. DIS ranks #1 (91.1% 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 | $117,617 | 1,222 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $173,194 | 1,797 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $181,690 | 1,597 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $268,388 | 2,344 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $290,679 | 2,344 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $231,352 | 2,344 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $261,004 | 2,344 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $123,988 | 1,289 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $127,984 | 1,289 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $157,722 | 1,289 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $144,464 | 1,600 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $104,554 | 1,290 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $125,974 | 1,411 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $144,988 | 1,448 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $122,500 | 1,410 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $133,005 | 1,410 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $138,862 | 1,471 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $229,194 | 1,671 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $227,843 | 1,471 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||