Position in DIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$997,438
+$108,429 QoQ
Shares Held
10,363
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,408
of 2,924 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $3,025,882 across 3 Entertainment names. DIS ranks #2 (33.0% of the industry book) .
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,438 | 10,363 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $889,009 | 9,224 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $975,008 | 8,570 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,071,491 | 9,358 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,171,274 | 9,445 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $852,274 | 8,635 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $832,341 | 7,475 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $618,405 | 6,429 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $679,640 | 6,845 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $846,119 | 6,915 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $587,607 | 6,508 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $422,189 | 5,209 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $547,197 | 6,129 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $763,491 | 7,625 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $464,199 | 5,343 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $604,372 | 6,407 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $539,779 | 5,718 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $849,843 | 6,196 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $793,191 | 5,121 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,053,590 | 6,228 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,006,459 | 5,726 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $938,284 | 5,085 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $833,428 | 4,600 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $487,386 | 3,928 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $407,234 | 3,652 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $303,710 | 3,144 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||