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CALTON & ASSOCIATES, INC.

Position in DIS — Walt Disney Co

CIK 822648 Tampa, FL

Position in DIS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$434,665
-$25,260 QoQ
Shares Held
4,516
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,958
of 2,924 holders
Holding Since
Mar 2020
25 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, 2026

CALTON & ASSOCIATES, INC. holds $1,187,296 across 3 Entertainment names. DIS ranks #2 (36.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
4,516 $434,665

All Filings in DIS

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $434,665 4,516
2026-03-31 $459,925 4,772
2025-12-31 $606,621 5,332
2025-09-30 $602,384 5,261
2025-06-30 $600,952 4,846
2025-03-31 $507,416 5,141
2024-12-31 $235,839 2,118
2024-09-30 $985,755 10,248
2024-06-30 $252,990 2,548
2024-03-31 $324,131 2,649
2023-12-31 $279,266 3,093
2023-06-30 $1,093,680 12,250
2023-03-31 $1,267,145 12,655
2022-12-31 $743,605 8,559
2022-09-30 $268,274 2,844
2022-06-30 $302,646 3,206
2022-03-31 $868,359 6,331
2021-12-31 $1,014,839 6,552
2021-09-30 $1,220,561 7,215
2021-06-30 $1,581,930 9,000
2021-03-31 $1,814,938 9,836
2020-12-31 $2,067,444 11,411
2020-09-30 $1,395,279 11,245
2020-06-30 $1,194,829 10,715
2020-03-31 $1,215,034 12,578