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Fiduciary Alliance LLC

Position in DIS — Walt Disney Co

CIK 1954805 GREENVILLE, SC

Position in DIS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$477,881
-$3,495,770 QoQ
Shares Held
4,965
-88.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,880
of 2,924 holders
Holding Since
Dec 2022
15 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

Fiduciary Alliance LLC holds $2,039,642 across 3 Entertainment names. DIS ranks #2 (23.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
4,965 $477,881

All Filings in DIS

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $477,881 4,965
2026-03-31 $3,973,651 41,229
2025-12-31 $4,525,543 39,778
2025-09-30 $4,190,471 36,598
2025-06-30 $8,239,844 66,445
2025-03-31 $5,722,428 57,978
2024-12-31 $5,802,225 52,108
2024-09-30 $4,950,418 51,465
2024-06-30 $7,292,651 73,448
2024-03-31 $8,319,990 67,996
2023-12-31 $4,209,410 46,621
2023-09-30 $3,668,566 45,263
2023-06-30 $3,870,109 43,348
2023-03-31 $4,541,095 45,352
2022-12-31 $3,780,583 43,515