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FLAGSHIP WEALTH ADVISORS, LLC

Position in DIS — Walt Disney Co

CIK 2036117 WAKEFIELD, MA

Position in DIS

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$221,471
+$165,186 QoQ
Shares Held
2,301
+294.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,475
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, 2026

FLAGSHIP WEALTH ADVISORS, LLC holds $1,051,657 across 4 Entertainment names. DIS ranks #2 (21.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
2,301 $221,471

All Filings in DIS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $221,471 2,301
2026-03-31 $56,285 584
2025-12-31 $248,473 2,184
2025-09-30 $66,868 584
2025-06-30 $270,837 2,184
2025-03-31 $215,560 2,184
2024-12-31 $243,188 2,184