Position in DIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$547,373
-$24,642 QoQ
Shares Held
5,687
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,779
of 2,924 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $990,247 across 3 Entertainment names. DIS ranks #1 (55.3% of the industry book) .
All Filings in DIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,373 | 5,687 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $572,015 | 5,935 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $680,572 | 5,982 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $394,567 | 3,446 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $486,739 | 3,925 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $396,379 | 4,016 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $447,181 | 4,016 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $480,469 | 4,995 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $511,740 | 5,154 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $694,637 | 5,677 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $631,759 | 6,997 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $681,387 | 8,407 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $751,112 | 8,413 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $889,154 | 8,880 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $784,092 | 9,025 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $859,063 | 9,107 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $870,934 | 9,226 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $1,283,406 | 9,357 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $1,393,855 | 8,999 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||