Position in DIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,149,818
+$1,415,807 QoQ
Shares Held
43,115
+52.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#764
of 2,930 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $8,695,354 across 4 Entertainment names. DIS ranks #1 (47.7% of the industry book) .
All Filings in DIS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,149,818 | 43,115 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,734,011 | 28,367 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,499,337 | 30,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,832,615 | 24,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,676,507 | 21,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,824,666 | 18,487 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,115,872 | 19,002 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,822,415 | 18,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,809,560 | 18,225 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,946,747 | 15,910 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $626,793 | 6,942 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,014,584 | 11,678 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,101,397 | 11,676 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||