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Jacksonville Wealth Management, LLC

Position in DIS — Walt Disney Co

CIK 2048486 JACKSONVILLE, FL

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, 2026

Jacksonville Wealth Management, LLC holds $2,499,969 across 3 Entertainment names. DIS ranks #3 (17.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DIS
Walt Disney Co
This page
4,581 $440,921

All Filings in DIS

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $440,921 4,581
2026-03-31 $449,516 4,664
2025-12-31 $535,060 4,703
2025-09-30 $582,690 5,089
2025-06-30 $653,284 5,268
2025-03-31 $534,164 5,412
2024-12-31 $649,949 5,837