Position in DIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,496
-$117 QoQ
Shares Held
161
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,823
of 2,920 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, 2026Valued Wealth Advisors LLC holds $97,267 across 6 Entertainment names. DIS ranks #2 (15.9% 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 | $15,496 | 161 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,613 | 162 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,951 | 149 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,946 | 148 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,857 | 144 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,568 | 178 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $19,708 | 177 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,620 | 152 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $19,162 | 193 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $19,822 | 162 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,543 | 150 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||