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Valued Wealth Advisors LLC

Position in DIS — Walt Disney Co

CIK 2007175 HOLLADAY, UT

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, 2026

Valued Wealth Advisors LLC holds $97,267 across 6 Entertainment names. DIS ranks #2 (15.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
161 $15,496

All Filings in DIS

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,496 161
2026-03-31 $15,613 162
2025-12-31 $16,951 149
2025-09-30 $16,946 148
2025-06-30 $17,857 144
2025-03-31 $17,568 178
2024-12-31 $19,708 177
2024-09-30 $14,620 152
2024-06-30 $19,162 193
2024-03-31 $19,822 162
2023-12-31 $13,543 150