Position in DIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$413,201
-$50,097 QoQ
Shares Held
4,293
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,997
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, 2026LifeWealth Investments, LLC holds $645,414 across 2 Entertainment names. DIS ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
4,293 | $413,201 | |
| 2 | ROKU |
Roku, Inc
|
1,681 | $232,213 |
All Filings in DIS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,201 | 4,293 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $463,298 | 4,807 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $550,419 | 4,838 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $670,741 | 5,858 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $820,450 | 6,616 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 | $587,265 | 5,950 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 | $288,173 | 2,588 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||