Position in DIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,330,576
-$97,795 QoQ
Shares Held
44,993
-2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#746
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,600,737 across 15 Entertainment names. DIS ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
44,993 | $4,330,576 | |
| 2 | NFLX |
Netflix Inc
|
51,612 | $3,685,096 | |
| 3 | MSGS |
Madison Square Garden Sports Corp.
|
3,656 | $1,469,127 | |
| 4 | SPHR |
Sphere Entertainment Co.
|
4,003 | $692,639 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
2,203 | $403,391 | |
| 6 | MSGE |
Madison Square Garden Entertainment Corp.
|
4,931 | $398,868 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,266 | $273,691 | |
| 8 | PSKY |
Paramount Skydance Corp
|
21,489 | $211,881 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,330,576 | 44,993 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,428,371 | 45,947 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,127,045 | 45,065 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,233,108 | 45,704 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,785,314 | 46,652 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,680,551 | 47,422 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,256,722 | 47,209 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,540,745 | 47,206 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,640,318 | 46,735 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,682,276 | 46,439 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,191,171 | 46,419 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,456,620 | 42,648 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,905,196 | 43,741 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,512,658 | 45,068 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,724,719 | 42,872 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,333,527 | 35,339 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,310,608 | 35,070 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,557,278 | 33,226 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,986,063 | 32,191 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,356,091 | 31,661 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,287,513 | 30,082 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,517,886 | 29,904 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,510,770 | 30,416 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,827,619 | 30,848 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,528,287 | 31,641 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,780,437 | 28,783 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||