Position in DIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$933,047
+$36,617 QoQ
Shares Held
9,694
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,443
of 2,924 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $2,930,610 across 4 Entertainment names. DIS ranks #2 (31.8% of the industry book) .
All Filings in DIS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,047 | 9,694 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $896,430 | 9,301 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,044,181 | 9,178 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,140,076 | 9,957 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,287,595 | 10,383 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,124,094 | 11,389 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,250,571 | 11,231 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,128,885 | 11,736 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,437,619 | 14,479 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,360,984 | 27,468 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,753,897 | 41,576 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||