LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in DIS — Walt Disney Co
CIK 2131510
LOUISVILLE, KY
Position in DIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,116,115
+$33,093 QoQ
Shares Held
11,596
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,351
of 2,924 holders
Holding Since
Mar 2026
2 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $4,544,628 across 3 Entertainment names. DIS ranks #2 (24.6% of the industry book) .
All Filings in DIS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,115 | 11,596 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,083,022 | 11,237 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||