Position in DIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$241,972
-$327 QoQ
Shares Held
2,514
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,397
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, 2026Tanglewood Legacy Advisors, LLC holds $244,957 across 2 Entertainment names. DIS ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
2,514 | $241,972 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
112 | $2,985 |
All Filings in DIS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,972 | 2,514 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $242,299 | 2,514 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $286,017 | 2,514 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $287,853 | 2,514 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $311,761 | 2,514 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $248,131 | 2,514 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $279,933 | 2,514 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $241,821 | 2,514 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $249,615 | 2,514 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $307,613 | 2,514 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $226,989 | 2,514 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $203,759 | 2,514 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $224,449 | 2,514 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $251,726 | 2,514 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $218,416 | 2,514 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||