Atria Investments, Inc

Position in DIS — Walt Disney Co

CIK 1535865 Charlotte, NC

Position in DIS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$16,321,305

-$305,979 QoQ

Shares Held

169,572

-1.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#399

of 2,924 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Atria Investments, Inc holds $45,183,067 across 10 Entertainment names. DIS ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	318,037	$22,707,841
2	DIS	Walt Disney Co This page	169,572	$16,321,305
3	LYV	Live Nation Entertainment, Inc.	10,513	$1,925,035
4	TKO	TKO Group Holdings, Inc.	8,962	$1,804,140
5	WBD	Warner Bros. Discovery, Inc.	26,218	$698,971
6	ROKU	Roku, Inc	4,924	$680,201
7	FOXA	Fox Corp	7,405	$386,244
8	SIRI	Sirius Xm Holdings Inc.	7,598	$224,444

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,321,305	169,572	-1.7%	Shares	Sole	2026-07-28
2026-03-31	$16,627,284	172,518	+7.3%	Shares	Sole	2026-05-05
2025-12-31	$18,287,958	160,745	-14.6%	Shares	Sole	2026-02-05
2025-09-30	$21,558,060	188,280	+2.5%	Shares	Sole	2025-11-06
2025-06-30	$22,779,024	183,687	+8.9%	Shares	Sole	2025-08-04
2025-03-31	$16,642,794	168,620	+5.6%	Shares	Sole	2025-05-06
2024-12-31	$17,776,248	159,643	+5.3%	Shares	Sole	2025-02-06
2024-09-30	$14,584,231	151,619	+5.3%	Shares	Sole	2024-11-01
2024-06-30	$14,300,242	144,025	-6.8%	Shares	Sole	2024-08-13
2024-03-31	$18,908,290	154,530	+45.1%	Shares	Sole	2024-05-21
2023-12-31	$9,613,808	106,477	-5.7%	Shares	Sole	2024-02-14
2023-09-30	$9,151,922	112,917	+15.7%	Shares	Sole	2023-11-07
2023-06-30	$8,714,977	97,614	-11.1%	Shares	Sole	2023-08-04
2023-03-31	$10,995,876	109,816	+24.3%	Shares	Sole	2023-05-10
2022-12-31	$7,675,326	88,344	-12.1%	Shares	Sole	2023-01-31
2022-09-30	$9,486,013	100,562	+14.1%	Shares	Sole	2022-11-01
2022-06-30	$8,320,321	88,139	-18.9%	Shares	Sole	2022-08-11
2022-03-31	$14,900,102	108,633	+5.0%	Shares	Sole	2022-05-02
2021-12-31	$16,027,862	103,479	-0.0%	Shares	Sole	2022-02-04
2021-09-30	$17,512,309	103,519	+7.1%	Shares	Sole	2021-11-16
2021-06-30	$16,986,940	96,643	+7.5%	Shares	Sole	2021-08-10
2021-03-31	$16,590,193	89,910	-0.6%	Shares	Sole	2021-05-11
2020-12-31	$16,392,079	90,474	+11.5%	Shares	Sole	2021-02-12
2020-09-30	$10,065,245	81,119	-7.2%	Shares	Sole	2020-11-05
2020-06-30	$9,742,405	87,368	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.