Position in DIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$39,462
+$18,259 QoQ
Shares Held
410
+86.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,739
of 2,924 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $256,125 across 5 Entertainment names. DIS ranks #2 (15.4% of the industry book) .
All Filings in DIS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,462 | 410 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,203 | 220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,435 | 540 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $35,151 | 307 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $38,071 | 307 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $360,748 | 3,655 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $406,984 | 3,655 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||