Position in DIS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$39,612
-$7,147 QoQ
Shares Held
411
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $199,795 across 6 Entertainment names. DIS ranks #2 (19.8% of the industry book) .
All Filings in DIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,612 | 411 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $46,759 | 411 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $47,059 | 411 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $101,068 | 815 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $84,092 | 852 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $90,638 | 814 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $78,298 | 814 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $80,722 | 813 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $107,799 | 881 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $79,545 | 881 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $71,810 | 886 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,655 | 881 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||