B. Riley Wealth Advisors, Inc.

Position in DIS — Walt Disney Co

CIK 1464811 MEMPHIS, TN

Position in DIS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,338,837

-$56,359 QoQ

Shares Held

13,910

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,252

of 2,924 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $8,782,910 across 4 Entertainment names. DIS ranks #2 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	98,467	$7,030,543
2	DIS	Walt Disney Co This page	13,910	$1,338,837
3	WBD	Warner Bros. Discovery, Inc.	8,066	$215,039
4	TKO	TKO Group Holdings, Inc.	986	$198,491

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,338,837	13,910	-3.9%	Shares	Sole	2026-07-14
2026-03-31	$1,395,196	14,476	-26.7%	Shares	Sole	2026-04-27
2025-12-31	$2,246,274	19,744	-5.5%	Shares	Sole	2026-02-17
2025-09-30	$2,392,477	20,895	-7.1%	Shares	Sole	2025-10-31
2025-06-30	$2,790,349	22,501	-37.3%	Shares	Sole	2025-08-19
2024-12-31	$3,993,456	35,864	-14.2%	Shares	Sole	2025-02-25
2024-09-30	$4,018,722	41,779	-18.0%	Shares	Sole	2024-12-13
2024-06-30	$5,059,321	50,955	-20.9%	Shares	Sole	2024-08-19
2024-03-31	$7,880,106	64,401	-1.7%	Shares	Sole	2024-05-16
2023-12-31	$5,917,696	65,541	+1.8%	Shares	Sole	2024-03-15
2023-09-30	$5,219,701	64,401	-15.6%	Shares	Sole	2023-12-01
2023-06-30	$6,811,171	76,290	-16.4%	Shares	Sole	2023-07-27
2023-03-31	$9,135,560	91,237	-15.9%	Shares	Sole	2023-05-17
2022-12-31	$9,430,042	108,541	-7.2%	Shares	Sole	2023-03-15
2022-09-30	$11,028,402	116,913	+15.2%	Shares	Other	2022-11-22
2022-06-30	$9,580,277	101,486	-15.1%	Shares	Other	2022-08-12
2022-03-31	$16,392,127	119,511	+10.5%	Shares	Other	2022-05-02
2021-12-31	$16,755,380	108,176	-4.8%	Shares	Other	2022-01-28
2021-09-30	$19,230,737	113,677	+0.2%	Shares	Other	2021-11-16
2021-06-30	$19,932,142	113,399	+14.2%	Shares	Other	2021-08-10
2021-03-31	$18,320,805	99,289	+54.7%	Shares	Other	2021-05-13
2020-12-31	$11,626,862	64,173	-9.2%	Shares	Other	2021-02-04
2020-09-30	$8,769,353	70,675	+8.8%	Shares	Other	2020-11-09
2020-06-30	$7,246,141	64,982	-5.8%	Shares	Other	2020-07-31
2020-03-31	$6,663,659	68,982	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.