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Acumen Wealth Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1939202 CHATTANOOGA, TN

Position in DIS

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$79,502
-$107 QoQ
Shares Held
826
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,675
of 2,924 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $1,900,007 across 5 Entertainment names. DIS ranks #2 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
826 $79,502

All Filings in DIS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $79,502 826
2026-03-31 $79,609 826
2025-12-31 $139,823 1,229