Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,395
-$14 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,856
of 2,923 holders
Holding Since
Sep 2023
9 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, 2026LGT Financial Advisors LLC holds $10,609 across 4 Entertainment names. DIS ranks #1 (98.0% of the industry book) .
All Filings in DIS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,395 | 108 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,409 | 108 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,287 | 108 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,663 | 163 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $20,213 | 163 | Shares | Sole | 2025-07-30 | |
| 2024-06-30 | $10,624 | 107 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,092 | 107 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,661 | 107 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $35,418 | 437 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||