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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in DIS — Walt Disney Co

CIK 1551017 NEW YORK, NY
Back to DIS Full portfolio

Position in DIS

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$3,451,910
+$69,840 QoQ
Shares Held
35,864
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#825
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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $8,867,402 across 14 Entertainment names. DIS ranks #1 (38.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page 		35,864 $3,451,910
2 NFLX
Netflix Inc
 37,836 $2,701,490
3 TKO
TKO Group Holdings, Inc.
 10,026 $2,018,334
4 WBD
Warner Bros. Discovery, Inc.
 11,438 $304,937
5 FOXA
Fox Corp
 5,539 $287,094
6 LYV
Live Nation Entertainment, Inc.
 412 $75,441
7 NWSA
News Corp
 303 $7,987
8 FWONA
Liberty Media Corp
 57 $5,422

All Filings in DIS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,451,910 35,864
2026-03-31 $3,382,070 35,091
2025-12-31 $3,276,462 28,799
2025-09-30 $3,353,819 29,291
2025-06-30 $3,890,937 31,376
2025-03-31 $2,788,472 28,252
2024-12-31 $2,482,436 22,294
2024-09-30 $1,282,501 13,333
2024-06-30 $1,310,032 13,194
2024-03-31 $1,633,873 13,353
2023-12-31 $1,173,047 12,992
2023-09-30 $1,083,962 13,374
2023-06-30 $1,232,331 13,803
2023-03-31 $1,277,558 12,759
2022-12-31 $1,077,051 12,397
2022-09-30 $1,393,159 14,769
2022-06-30 $1,345,294 14,251
2022-03-31 $1,813,666 13,223
2021-12-31 $1,839,783 11,878
2021-09-30 $2,208,176 13,053
2021-06-30 $2,380,628 13,544
2021-03-31 $2,242,840 12,155
2020-12-31 $2,170,174 11,978
2020-09-30 $1,522,337 12,269
2020-06-30 $1,523,672 13,664
2020-03-31 $1,788,259 18,512

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