Position in DIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,448
-$188,914 QoQ
Shares Held
67
-96.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,874
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, 2026Holos Integrated Wealth LLC holds $29,924 across 4 Entertainment names. DIS ranks #3 (21.5% 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 | $6,448 | 67 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $195,362 | 2,027 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $230,611 | 2,027 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $231,862 | 2,025 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $251,120 | 2,025 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $207,960 | 2,107 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $234,614 | 2,107 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||