Position in DIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$390,390
-$15,466 QoQ
Shares Held
4,056
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,042
of 2,924 holders
Holding Since
Mar 2023
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, 2026Beverly Hills Private Wealth, LLC holds $1,380,826 across 4 Entertainment names. DIS ranks #2 (28.3% of the industry book) .
All Filings in DIS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,390 | 4,056 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $405,856 | 4,211 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $371,800 | 3,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $386,207 | 3,373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $418,408 | 3,374 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $354,628 | 3,593 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $398,632 | 3,580 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $346,474 | 3,602 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $313,358 | 3,156 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $542,298 | 4,432 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $414,340 | 4,589 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $385,148 | 4,752 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $411,491 | 4,609 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $424,250 | 4,237 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||