Position in DIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$324,458
+$14,019 QoQ
Shares Held
3,371
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,192
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, 2026SYM FINANCIAL Corp holds $1,043,958 across 3 Entertainment names. DIS ranks #2 (31.1% 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 | $324,458 | 3,371 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $310,439 | 3,221 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $381,470 | 3,353 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $363,766 | 3,177 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $418,409 | 3,374 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $357,392 | 3,621 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $438,830 | 3,941 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $273,371 | 2,842 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $338,976 | 3,414 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $326,945 | 2,672 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $250,464 | 2,774 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $288,700 | 3,562 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||