Position in DIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$440,921
-$74,422 QoQ
Shares Held
4,581
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,948
of 2,924 holders
Holding Since
Mar 2020
26 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, 2026Wealth Management Associates, Inc. holds $1,076,045 across 3 Entertainment names. DIS ranks #1 (41.0% of the industry book) .
All Filings in DIS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,921 | 4,581 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $515,343 | 5,347 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $641,890 | 5,642 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $655,512 | 5,725 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $657,749 | 5,304 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $483,136 | 4,895 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $544,501 | 4,890 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $490,665 | 5,101 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $476,194 | 4,796 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $586,838 | 4,796 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $343,463 | 3,804 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $340,247 | 4,198 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $369,887 | 4,143 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $519,274 | 5,186 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $360,378 | 4,148 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $356,284 | 3,777 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $337,668 | 3,577 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $554,812 | 4,045 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $597,875 | 3,860 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $647,413 | 3,827 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $675,308 | 3,842 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $710,586 | 3,851 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $682,686 | 3,768 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $473,365 | 3,815 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $492,985 | 4,421 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $378,478 | 3,918 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||