Smallwood Wealth Investment Management, LLC
Position in DIS — Walt Disney Co
CIK 1921304
RED BANK, NJ
Position in DIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$510,991
-$3,099 QoQ
Shares Held
5,309
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,831
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, 2026Smallwood Wealth Investment Management, LLC holds $1,108,103 across 6 Entertainment names. DIS ranks #2 (46.1% of the industry book) .
All Filings in DIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,991 | 5,309 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $514,090 | 5,334 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $626,758 | 5,509 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $638,910 | 5,580 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $688,255 | 5,550 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $519,556 | 5,264 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $588,818 | 5,288 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $505,574 | 5,256 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $548,279 | 5,522 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $675,671 | 5,522 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $498,581 | 5,522 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $451,934 | 5,576 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $515,681 | 5,776 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $579,552 | 5,788 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $551,079 | 6,343 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $600,504 | 6,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $601,894 | 6,376 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $797,036 | 5,811 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $553,112 | 3,571 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||