Position in DIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$425,232
-$22,453 QoQ
Shares Held
4,418
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,971
of 2,924 holders
Holding Since
Dec 2024
7 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, 2026Root Financial Partners, LLC holds $1,970,042 across 2 Entertainment names. DIS ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
21,636 | $1,544,810 | |
| 2 | DIS |
Walt Disney Co
This page
|
4,418 | $425,232 |
All Filings in DIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,232 | 4,418 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $447,685 | 4,645 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $449,163 | 3,948 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $518,341 | 4,527 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $401,172 | 3,235 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $302,416 | 3,064 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $218,468 | 1,962 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||