Glass Jacobson Investment Advisors llc
Position in DIS — Walt Disney Co
CIK 1964394
OWINGS MILLS, MD
Position in DIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$25,698
-$35 QoQ
Shares Held
267
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,784
of 2,924 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $166,861 across 6 Entertainment names. DIS ranks #2 (15.4% of the industry book) .
All Filings in DIS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,698 | 267 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $25,733 | 267 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $29,807 | 262 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $29,999 | 262 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,139 | 364 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $526,564 | 5,335 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $594,052 | 5,335 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $509,903 | 5,301 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $511,343 | 5,150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $628,318 | 5,135 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $483,683 | 5,357 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $432,401 | 5,335 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $512,467 | 5,740 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $515,198 | 5,930 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||