Position in DIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$440,921
-$8,595 QoQ
Shares Held
4,581
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,947
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, 2026Jacksonville Wealth Management, LLC holds $2,499,969 across 3 Entertainment names. DIS ranks #3 (17.6% 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 | $440,921 | 4,581 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $449,516 | 4,664 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $535,060 | 4,703 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $582,690 | 5,089 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $653,284 | 5,268 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $534,164 | 5,412 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $649,949 | 5,837 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||