Atlantic Edge Private Wealth Management, LLC
Position in DIS — Walt Disney Co
CIK 2011145
JACKSONVILLE, FL
Position in DIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$871,543
+$21,279 QoQ
Shares Held
9,055
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,484
of 2,924 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,913,728 across 4 Entertainment names. DIS ranks #2 (45.5% of the industry book) .
All Filings in DIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,543 | 9,055 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $850,264 | 8,822 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,197,087 | 10,522 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,161,259 | 10,142 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,237,247 | 9,977 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,001,212 | 10,144 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,139,444 | 10,233 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $966,517 | 10,048 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $930,049 | 9,367 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,105,155 | 9,032 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $722,681 | 8,004 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||