Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$338,896
-$457 QoQ
Shares Held
3,521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,158
of 2,924 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $522,468 across 4 Entertainment names. DIS ranks #1 (64.9% of the industry book) .
All Filings in DIS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,896 | 3,521 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $339,353 | 3,521 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $388,638 | 3,416 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $391,132 | 3,416 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $423,370 | 3,414 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $336,961 | 3,414 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $379,814 | 3,411 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $328,104 | 3,411 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $340,961 | 3,434 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $420,184 | 3,434 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $319,084 | 3,534 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $294,535 | 3,634 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $346,763 | 3,884 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $393,911 | 3,934 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $341,785 | 3,934 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $371,094 | 3,934 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||