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Harbor Asset Planning, Inc.

Position in DIS — Walt Disney Co

CIK 2077050 BELMONT, MA

Position in DIS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$28,971
-$39 QoQ
Shares Held
301
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,775
of 2,924 holders
Holding Since
Jun 2025
5 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

Harbor Asset Planning, Inc. holds $54,223 across 5 Entertainment names. DIS ranks #1 (53.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
301 $28,971

All Filings in DIS

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,971 301
2026-03-31 $29,010 301
2025-12-31 $34,244 301
2025-09-30 $34,464 301
2025-06-30 $37,327 301