Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$288
-$3,470 QoQ
Shares Held
3
-92.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,921
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, 2026FIDUCIARY ADVISORS, INC. holds $288 across 1 Entertainment name. DIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
3 | $288 |
All Filings in DIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,758 | 39 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,437 | 39 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,465 | 39 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,340 | 35 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,454 | 35 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,897 | 35 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||