Position in DIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$728,805
+$110,046 QoQ
Shares Held
7,572
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,591
of 2,924 holders
Holding Since
Mar 2024
8 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, 2026FSM Wealth Advisors, LLC holds $2,016,199 across 3 Entertainment names. DIS ranks #2 (36.1% of the industry book) .
All Filings in DIS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,805 | 7,572 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $618,759 | 6,420 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $716,523 | 6,298 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $591,049 | 5,162 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $563,749 | 4,546 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $261,949 | 2,654 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $250,092 | 2,246 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $200,792 | 1,641 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||