Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$556,228
-$752 QoQ
Shares Held
5,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,761
of 2,920 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $695,849 across 8 Entertainment names. DIS ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
5,779 | $556,228 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
2,982 | $79,500 | |
| 3 | NFLX |
Netflix Inc
|
450 | $32,130 | |
| 4 | VSNT |
Versant Media Group, Inc.
|
592 | $21,317 | |
| 5 | PSKY |
Paramount Skydance Corp
|
432 | $4,259 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
6 | $1,207 | |
| 7 | FOXA |
Fox Corp
|
17 | $886 | |
| 8 | NWSA |
News Corp
|
13 | $322 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,228 | 5,779 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $556,980 | 5,779 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $634,609 | 5,578 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $638,681 | 5,578 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $692,347 | 5,583 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $551,042 | 5,583 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $657,633 | 5,906 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $505,959 | 5,260 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $522,166 | 5,259 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $648,997 | 5,304 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $495,782 | 5,491 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $444,721 | 5,487 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $516,663 | 5,787 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $587,462 | 5,867 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $505,380 | 5,817 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $548,717 | 5,817 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $519,011 | 5,498 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $754,105 | 5,498 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $835,476 | 5,394 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $912,502 | 5,394 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $951,091 | 5,411 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $5,411 | 998,435 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $978,372 | 5,400 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $609,108 | 4,909 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $547,291 | 4,908 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $474,112 | 4,908 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||