Position in DIS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,009,291
-$373,792 QoQ
Shares Held
10,472
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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 Mar 31, 2026Talon Private Wealth, LLC holds $3,673,439 across 2 Entertainment names. DIS ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOXA |
Fox Corp
|
45,619 | $2,664,148 | |
| 2 | DIS |
Walt Disney Co
This page
|
10,472 | $1,009,291 |
All Filings in DIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,009,291 | 10,472 | Shares | Defined | 2026-05-18 | |
| 2025-06-30 | $1,383,083 | 11,153 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,032,007 | 10,456 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,332,970 | 11,971 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $538,567 | 5,599 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||