Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,331
+$2,404 QoQ
Shares Held
45
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,889
of 2,924 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $285,411 across 5 Entertainment names. DIS ranks #3 (1.5% of the industry book) .
All Filings in DIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,331 | 45 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,927 | 20 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,275 | 20 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $56,677 | 495 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $61,384 | 495 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $58,726 | 595 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $89,191 | 801 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $95,612 | 994 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $48,254 | 486 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $59,466 | 486 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $36,567 | 405 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $34,851 | 430 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||