Position in DIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$40,906
-$28,969 QoQ
Shares Held
425
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,737
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $1,743,047 across 3 Entertainment names. DIS ranks #3 (2.3% of the industry book) .
All Filings in DIS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,906 | 425 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $69,875 | 725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $82,483 | 725 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,212 | 325 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $40,303 | 325 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $32,077 | 325 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $36,188 | 325 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $31,261 | 325 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $83,999 | 846 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $39,767 | 325 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $47,402 | 525 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,551 | 525 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $83,476 | 935 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $146,389 | 1,462 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $211,204 | 2,431 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $446,180 | 4,730 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $565,078 | 5,986 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $1,057,503 | 7,710 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,273,659 | 8,223 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,726,548 | 10,206 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,881,793 | 10,706 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,926,203 | 10,439 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,862,892 | 10,282 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,387,461 | 11,182 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,525,010 | 13,676 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,343,415 | 13,907 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||