Position in DIS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,058
-$2 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,915
of 2,924 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $86,067 across 6 Entertainment names. DIS ranks #5 (1.2% of the industry book) .
All Filings in DIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058 | 11 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,060 | 11 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,251 | 11 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||