Position in DIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,737
+$2,593 QoQ
Shares Held
70
+62.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,872
of 2,923 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $32,746 across 14 Entertainment names. DIS ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBD |
Warner Bros. Discovery, Inc.
|
325 | $8,664 | |
| 2 | DIS |
Walt Disney Co
This page
|
70 | $6,737 | |
| 3 | NFLX |
Netflix Inc
|
74 | $5,283 | |
| 4 | FWONA |
Liberty Media Corp
|
26 | $2,419 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
12 | $2,197 | |
| 6 | FOXA |
Fox Corp
|
44 | $2,167 | |
| 7 | NWSA |
News Corp
|
70 | $1,818 | |
| 8 | SIRI |
Sirius Xm Holdings Inc.
|
26 | $768 |
All Filings in DIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,737 | 70 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,144 | 43 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,532 | 75 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,839 | 51 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,828 | 47 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,553 | 36 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||