Position in DIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$131,381
-$9,719 QoQ
Shares Held
1,365
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,612
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, 2026Trifecta Capital Advisors, LLC holds $4,419,100 across 6 Entertainment names. DIS ranks #2 (3.0% 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 | $131,381 | 1,365 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $141,100 | 1,464 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $166,559 | 1,464 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $175,070 | 1,529 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $190,851 | 1,539 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $151,998 | 1,540 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $171,590 | 1,541 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $151,499 | 1,575 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $268,579 | 2,705 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $434,867 | 3,554 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $365,764 | 4,051 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $328,333 | 4,051 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $336,942 | 3,774 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,352 | 3,479 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $293,567 | 3,379 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||