Position in DIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$723,800
+$57,044 QoQ
Shares Held
7,520
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,595
of 2,924 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $4,553,713 across 3 Entertainment names. DIS ranks #2 (15.9% of the industry book) .
All Filings in DIS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,800 | 7,520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $666,756 | 6,918 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $829,497 | 7,291 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $765,547 | 6,686 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $947,436 | 7,640 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $868,362 | 8,798 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $891,579 | 8,007 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $802,994 | 8,348 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $817,355 | 8,232 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $910,603 | 7,442 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $679,161 | 7,522 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $698,326 | 8,616 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $772,807 | 8,656 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,041,852 | 10,405 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $906,592 | 10,435 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||