PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in DIS — Walt Disney Co
CIK 2145782
WALTHAM, MA
Position in DIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$98,945
-$16,903 QoQ
Shares Held
1,028
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,647
of 2,924 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $106,110 across 4 Entertainment names. DIS ranks #1 (93.2% of the industry book) .
All Filings in DIS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,945 | 1,028 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $115,848 | 1,202 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $159,846 | 1,405 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $160,872 | 1,405 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $174,234 | 1,405 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $138,673 | 1,405 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $172,035 | 1,545 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $159,483 | 1,658 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $171,175 | 1,724 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $210,948 | 1,724 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $148,797 | 1,648 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $140,459 | 1,733 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $147,133 | 1,648 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $173,925 | 1,737 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $147,956 | 1,703 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||