Avidian Wealth Enterprises, LLC

Position in DIS — Walt Disney Co

CIK 1471474 HOUSTON, TX

Position in DIS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,180,640

+$381,997 QoQ

Shares Held

22,656

+21.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,024

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Communication Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $4,114,582 across 3 Entertainment names. DIS ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	22,656	$2,180,640
2	NFLX	Netflix Inc	23,413	$1,671,688
3	WBD	Warner Bros. Discovery, Inc.	9,837	$262,254

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,180,640	22,656	+21.4%	Shares	Sole	2026-07-24
2026-03-31	$1,798,643	18,662	+23.8%	Shares	Sole	2026-05-07
2025-12-31	$1,715,424	15,078	-1.1%	Shares	Sole	2026-02-02
2025-09-30	$1,745,896	15,248	-5.0%	Shares	Sole	2025-10-30
2025-06-30	$1,990,732	16,053	-9.6%	Shares	Sole	2025-07-30
2025-03-31	$1,752,319	17,754	-2.6%	Shares	Sole	2025-04-25
2024-12-31	$2,028,797	18,220	-13.8%	Shares	Sole	2025-01-29
2024-09-30	$2,034,322	21,149	+7.5%	Shares	Sole	2024-10-30
2024-06-30	$1,953,927	19,679	+5.7%	Shares	Sole	2024-08-06
2024-03-31	$2,277,609	18,614	+7.5%	Shares	Sole	2024-05-03
2023-12-31	$1,562,919	17,310	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$1,441,798	17,789	-21.0%	Shares	Sole	2023-10-13
2023-06-30	$2,010,228	22,516	-3.5%	Shares	Sole	2023-08-03
2023-03-31	$2,335,331	23,323	+14.3%	Shares	Sole	2023-05-08
2022-12-31	$1,773,394	20,412	+0.7%	Shares	Sole	2023-02-06
2022-09-30	$1,911,408	20,263	-25.1%	Shares	Sole	2022-11-03
2022-06-30	$2,553,614	27,051	+19.2%	Shares	Sole	2022-07-29
2022-03-31	$3,112,571	22,693	+16.2%	Shares	Sole	2022-05-10
2021-12-31	$3,025,001	19,530	+43.1%	Shares	Sole	2022-02-14
2021-09-30	$2,309,339	13,651	+35.8%	Shares	Sole	2021-11-10
2021-06-30	$1,766,840	10,052	-0.7%	Shares	Sole	2021-08-09
2021-03-31	$1,868,449	10,126	-5.8%	Shares	Sole	2021-05-05
2020-12-31	$1,947,685	10,750	+59.9%	Shares	Sole	2021-02-09
2020-09-30	$833,941	6,721	+82.2%	Shares	Sole	2021-02-03
2020-06-30	$411,248	3,688	+53.0%	Shares	Sole	2020-08-10
2020-03-31	$232,902	2,411	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.