Position in DIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$87,683
-$185,650 QoQ
Shares Held
911
-67.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,665
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, 2026SIMS INVESTMENT MANAGEMENT, LLC holds $96,413 across 3 Entertainment names. DIS ranks #1 (90.9% of the industry book) .
All Filings in DIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,683 | 911 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $273,333 | 2,836 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $342,561 | 3,011 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $344,759 | 3,011 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $383,438 | 3,092 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $313,273 | 3,174 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $313,227 | 2,813 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||