RETIREMENT INCOME SOLUTIONS, INC DIS — Walt Disney Company

Ownership history in RETIREMENT INCOME SOLUTIONS, INC  ·  34 quarters on record

AI Ownership Summary

RETIREMENT INCOME SOLUTIONS, INC reported Walt Disney Company (DIS) in 34 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows DIS at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT INCOME SOLUTIONS, INC's position in Walt Disney Company, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIS stock page RETIREMENT INCOME SOLUTIONS, INC fund profile RETIREMENT INCOME SOLUTIONS, INC full holdings
How RETIREMENT INCOME SOLUTIONS, INC held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,719 — 0% 0.06% $358K 2026-05-04 $100.54
2025 Q4 REDUCED 15.8% -15.3% ✅ 3,719 -700 -15.8% 0.07% $423K 2026-01-27 $109.77
2025 Q3 UNCHANGED — — — 4,419 — 0% 0.09% $506K 2025-10-14 $109.58
2025 Q2 UNCHANGED — — — 4,419 — 0% 0.10% $548K 2025-07-15 $117.28
2025 Q1 UNCHANGED — — — 4,419 — 0% 0.09% $436K 2025-05-06 $90.47
2024 Q4 REDUCED — — — 4,419 -25 -0.6% 0.10% $492K 2025-01-31 $110.97
2024 Q3 UNCHANGED — — — 4,444 — 0% 0.10% $427K 2024-11-08 $96.76
2024 Q2 REDUCED 7.4% -2.7% ✅ 4,444 -355 -7.4% 0.11% $441K 2024-08-01 $90.93
2024 Q1 ADDED — — — 4,799 +67 +1.4% 0.13% $587K 2024-05-03 $110.56
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIS

As of 2026 Q2 — sorted by position size

Granite Group Advisors, LLC 38.56% Oldfield Partners LLP 3Y 7Y 17.3% Lindsell Train Ltd 3Y 7Y 9.55% Ahara Advisors LLC 8.42% Metropolis Capital Ltd 3Y 7Y 6.29% TERRIL BROTHERS, INC. 3Y 7Y 5.98% Saratoga Research & Investment Management 3Y 7Y 5.71% Focused Investors LLC 3Y 7Y 5.41% Pavaki Capital Management LLC 4.89% CLARK ESTATES INC/NY 3Y 7Y 4.44%

FAQ About RETIREMENT INCOME SOLUTIONS, INC and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT INCOME SOLUTIONS, INC reported owning DIS?

RETIREMENT INCOME SOLUTIONS, INC reported DIS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DIS position in RETIREMENT INCOME SOLUTIONS, INC's portfolio?

The largest reported portfolio weight for DIS was 0.13% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMENT INCOME SOLUTIONS, INC reported 3,719 shares, equal to 0.06% of portfolio, with an estimated market value of $358K.

What does the chart on this DIS ownership page compare?

The chart compares RETIREMENT INCOME SOLUTIONS, INC's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT INCOME SOLUTIONS, INC time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, RETIREMENT INCOME SOLUTIONS, INC correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on DIS relative to SPY over the holding period was -12.5%.

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