Obermeyer Wealth Partners

Position in DIS — Walt Disney Co

CIK 1349654 ASPEN, CO

Position in DIS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,067,893

+$31,712 QoQ

Shares Held

11,095

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,367

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,111,414 across 4 Entertainment names. DIS ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	11,095	$1,067,893
2	NFLX	Netflix Inc	6,082	$434,254
3	MSGS	Madison Square Garden Sports Corp.	897	$360,450
4	SPHR	Sphere Entertainment Co.	1,438	$248,817

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,893	11,095	+3.2%	Shares	Sole	2026-07-29
2026-03-31	$1,036,181	10,751	+1.3%	Shares	Sole	2026-04-21
2025-12-31	$1,207,782	10,616	-19.3%	Shares	Sole	2026-01-29
2025-09-30	$1,506,934	13,161	-8.5%	Shares	Sole	2025-10-27
2025-06-30	$1,783,635	14,383	-2.1%	Shares	Sole	2025-08-05
2025-03-31	$1,449,903	14,690	-3.6%	Shares	Sole	2025-05-06
2024-12-31	$1,696,528	15,236	+29.9%	Shares	Sole	2025-02-14
2024-09-30	$1,128,597	11,733	-5.2%	Shares	Sole	2024-11-05
2024-06-30	$1,229,210	12,380	+4.6%	Shares	Sole	2024-08-01
2024-03-31	$1,448,130	11,835	+0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,068,491	11,834	+12.5%	Shares	Sole	2024-01-31
2023-09-30	$852,564	10,519	-2.7%	Shares	Sole	2023-11-08
2023-06-30	$964,938	10,808	+5.0%	Shares	Sole	2023-08-07
2023-03-31	$1,031,138	10,298	-12.0%	Shares	Sole	2023-05-09
2022-12-31	$1,016,235	11,697	-1.7%	Shares	Sole	2023-02-08
2022-09-30	$1,122,621	11,901	+1.6%	Shares	Sole	2022-12-09
2022-06-30	$1,105,707	11,713	+7.7%	Shares	Sole	2022-08-15
2022-03-31	$1,492,026	10,878	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$1,719,743	11,103	-11.8%	Shares	Sole	2022-01-31
2021-09-30	$2,130,357	12,593	+18.6%	Shares	Sole	2021-10-19
2021-06-30	$1,866,150	10,617	+2.3%	Shares	Sole	2021-07-29
2021-03-31	$1,915,686	10,382	+233.8%	Shares	Sole	2021-05-10
2020-12-31	$563,469	3,110	-8.4%	Shares	Sole	2021-02-03
2020-09-30	$421,251	3,395	+20.2%	Shares	Sole	2020-10-22
2020-06-30	$315,015	2,825	-0.6%	Shares	Sole	2020-07-20
2020-03-31	$274,633	2,843	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.