Position in DIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$199,045
-$268 QoQ
Shares Held
2,068
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,571
of 2,924 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $222,878 across 6 Entertainment names. DIS ranks #1 (89.3% 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 | $199,045 | 2,068 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $199,313 | 2,068 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $235,048 | 2,066 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $236,671 | 2,067 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $256,204 | 2,066 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $203,914 | 2,066 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $296,747 | 2,665 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||