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TRED AVON FAMILY WEALTH, LLC

Position in DIS — Walt Disney Co

CIK 2094435 EASTON, MD

Position in DIS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,000,807
+$2,214 QoQ
Shares Held
10,398
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,406
of 2,923 holders
Holding Since
Sep 2025
4 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, 2026

TRED AVON FAMILY WEALTH, LLC holds $2,179,184 across 3 Entertainment names. DIS ranks #1 (45.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
10,398 $1,000,807

All Filings in DIS

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,000,807 10,398
2026-03-31 $998,593 10,361
2025-12-31 $943,494 8,293
2025-09-30 $971,990 8,489