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Goldstein Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1963807 Madison, WI

Position in DIS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$437,552
+$143,497 QoQ
Shares Held
4,546
+49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,954
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, 2026

Goldstein Advisors, LLC holds $1,137,982 across 3 Entertainment names. DIS ranks #1 (38.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
4,546 $437,552

All Filings in DIS

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $437,552 4,546
2026-03-31 $294,055 3,051
2025-12-31 $348,136 3,060
2025-09-30 $351,515 3,070
2025-06-30 $440,111 3,549
2025-03-31 $362,327 3,671
2024-12-31 $502,188 4,510
2024-09-30 $514,327 5,347
2024-06-30 $535,570 5,394
2024-03-31 $860,435 7,032
2023-12-31 $664,353 7,358
2023-09-30 $602,849 7,438
2023-06-30 $693,794 7,771
2023-03-31 $767,496 7,665
2022-12-31 $644,736 7,421