WHALEROCK POINT PARTNERS, LLC

Position in DIS — Walt Disney Co

CIK 1389709 West Palm Beach, FL

Position in DIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,373,717

-$113,561 QoQ

Shares Held

24,662

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#982

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

WHALEROCK POINT PARTNERS, LLC holds $3,433,730 across 3 Entertainment names. DIS ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	24,662	$2,373,717
2	WBD	Warner Bros. Discovery, Inc.	23,437	$624,830
3	NFLX	Netflix Inc	6,095	$435,183

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,373,717	24,662	-4.4%	Shares	Sole	2026-08-13
2026-03-31	$2,487,278	25,807	-6.3%	Shares	Sole	2026-05-15
2025-12-31	$3,135,046	27,556	-3.5%	Shares	Sole	2026-02-13
2025-09-30	$3,270,234	28,561	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$3,595,049	28,990	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$2,868,715	29,065	-9.9%	Shares	Sole	2025-05-15
2024-12-31	$3,591,482	32,254	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$3,184,754	33,109	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$3,276,867	33,003	-2.4%	Shares	Sole	2024-08-13
2024-03-31	$4,138,582	33,823	+5.4%	Shares	Sole	2024-05-15
2023-12-31	$2,896,774	32,083	-9.5%	Shares	Sole	2024-02-14
2023-09-30	$2,873,303	35,451	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$3,175,868	35,572	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$3,598,371	35,937	+5.2%	Shares	Sole	2023-05-10
2022-12-31	$2,966,691	34,147	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$3,271,741	34,684	+1.2%	Shares	Sole	2022-11-16
2022-06-30	$3,234,521	34,264	+4.2%	Shares	Sole	2022-08-12
2022-03-31	$4,509,546	32,878	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$4,951,058	31,965	+7.9%	Shares	Sole	2022-02-15
2021-09-30	$5,012,507	29,630	+1.3%	Shares	Sole	2021-11-12
2021-06-30	$5,139,514	29,240	+4.0%	Shares	Sole	2021-08-10
2021-03-31	$5,187,779	28,115	+2.5%	Shares	Sole	2021-05-13
2020-12-31	$4,971,579	27,440	+718.6%	Shares	Sole	2021-02-12
2020-09-30	$415,916	3,352	-87.5%	Shares	Sole	2020-11-13
2020-06-30	$2,997,834	26,884	+8.1%	Shares	Sole	2020-08-11
2020-03-31	$2,402,345	24,869	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.