Position in DIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$220,027
+$15,241 QoQ
Shares Held
2,286
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,481
of 2,924 holders
Holding Since
Mar 2022
10 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, 2026WealthPlan Investment Management, LLC holds $5,189,816 across 5 Entertainment names. DIS ranks #4 (4.2% 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 | $220,027 | 2,286 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $204,786 | 1,800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $244,343 | 2,134 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $304,320 | 2,454 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $252,450 | 2,796 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $9,106 | 102 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,851 | 398 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $500,168 | 5,757 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $463,726 | 4,916 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $902,101 | 6,577 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||