Position in DIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,830
+$22,649 QoQ
Shares Held
2,232
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,502
of 2,924 holders
Holding Since
Dec 2023
10 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $643,444 across 2 Entertainment names. DIS ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
6,003 | $428,614 | |
| 2 | DIS |
Walt Disney Co
This page
|
2,232 | $214,830 |
All Filings in DIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,830 | 2,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $192,181 | 1,994 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $245,970 | 2,162 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $243,885 | 2,130 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $271,333 | 2,188 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $276,259 | 2,481 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $230,759 | 2,399 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $235,118 | 2,368 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $328,781 | 2,687 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $227,350 | 2,518 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||