Position in DIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,095,437
+$839,914 QoQ
Shares Held
42,550
+26.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#767
of 2,924 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,845,143 across 3 Entertainment names. DIS ranks #2 (34.6% of the industry book) .
All Filings in DIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,095,437 | 42,550 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,255,523 | 33,778 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,995,222 | 26,327 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,608,653 | 22,783 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,091,833 | 32,996 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,691,520 | 17,138 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $541,161 | 4,860 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,458,817 | 15,166 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $12,325,860 | 124,140 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $14,700,942 | 120,145 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||