SEC 13F Intelligence

Bradley & Co. Private Wealth Management, LLC / DIS

Bradley & Co. Private Wealth Management, LLC’s Disney Walt Co Position

Does Bradley & Co. Private Wealth Management, LLC own Disney Walt Co (DIS)? Yes19.6K shares worth $2M (+1.00% of its 13F portfolio) as of Q1 2026, up from 2.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
19.6K
% of Portfolio
+1.00%
Quarters Held
20
currently held

Position History DIS

Reported value by quarter
Q1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $462,391Q4 ’23: $424,182Q1 ’24: $474,634Q1 ’24Q2 ’24: $276,126Q4 ’24: $194,974Q1 ’25: $172,823Q1 ’25Q2 ’25: $200,737Q3 ’25: $168,969Q4 ’25: $281,694Q4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.6K$2M+1.00%
Q4 20252.5K$281,694+0.15%
Q3 20251.5K$168,969+0.09%
Q2 20251.6K$200,737+0.12%
Q1 20251.8K$172,823+0.12%
Q4 20241.8K$194,974+0.12%
Q2 20242.8K$276,126+0.20%
Q1 20243.9K$474,634+0.38%
Q4 20234.7K$424,182+0.39%
Q3 20235.7K$462,391+0.48%
Q2 202356.1K$5M+4.96%
Q1 202353.9K$5M+5.92%
Q4 202246.9K$4M+4.96%
Q3 202246.5K$4M+5.23%
Q2 202245.3K$4M+4.71%
Q1 202244.4K$6M+5.23%
Q4 202138.6K$6M+4.79%
Q3 202135.8K$6M+5.23%
Q2 202133.8K$6M+5.19%
Q1 202133.7K$6M+5.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley & Co. Private Wealth Management, LLC’s full portfolio or all institutional holders of DIS.