LVW Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1576053 PITTSFORD, NY

Position in DIS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$711,576

+$10,219 QoQ

Shares Held

7,393

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,605

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

LVW Advisors, LLC holds $2,753,423 across 4 Entertainment names. DIS ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	20,764	$1,482,549
2	DIS	Walt Disney Co This page	7,393	$711,576
3	FOXA	Fox Corp	5,678	$296,164
4	WBD	Warner Bros. Discovery, Inc.	9,870	$263,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$711,576	7,393	+1.6%	Shares	Sole	2026-07-15
2026-03-31	$701,357	7,277	+18.1%	Shares	Sole	2026-04-20
2025-12-31	$701,164	6,163	-9.2%	Shares	Sole	2026-01-14
2025-09-30	$776,768	6,784	+0.8%	Shares	Sole	2025-10-20
2025-06-30	$834,959	6,733	+12.1%	Shares	Sole	2025-07-17
2025-03-31	$592,693	6,005	+9.8%	Shares	Sole	2025-04-09
2024-12-31	$609,084	5,470	+14.7%	Shares	Sole	2025-01-16
2024-09-30	$458,826	4,770	-12.3%	Shares	Sole	2024-10-09
2024-06-30	$540,038	5,439	+22.7%	Shares	Sole	2024-07-15
2024-03-31	$542,544	4,434	+10.0%	Shares	Sole	2024-04-18
2023-12-31	$363,958	4,031	+26.2%	Shares	Sole	2024-01-16
2023-09-30	$258,792	3,193	-8.4%	Shares	Sole	2023-10-11
2023-06-30	$311,051	3,484	-12.9%	Shares	Sole	2023-07-14
2023-03-31	$400,720	4,002	+1.9%	Shares	Sole	2023-05-03
2022-12-31	$341,264	3,928	-3.5%	Shares	Sole	2023-01-19
2022-09-30	$383,828	4,069	-16.9%	Shares	Sole	2022-10-14
2022-06-30	$462,371	4,898	-20.0%	Shares	Sole	2022-07-22
2022-03-31	$839,556	6,121	-11.8%	Shares	Sole	2022-05-02
2021-12-31	$1,075,246	6,942	+5.3%	Shares	Sole	2022-01-26
2021-09-30	$1,115,337	6,593	-5.9%	Shares	Sole	2021-11-02
2021-06-30	$1,231,620	7,007	+1.3%	Shares	Sole	2021-07-15
2021-03-31	$1,276,878	6,920	+0.4%	Shares	Sole	2021-04-19
2020-12-31	$1,249,054	6,894	-8.6%	Shares	Sole	2021-02-04
2020-09-30	$936,183	7,545	-13.2%	Shares	Sole	2020-10-29
2020-06-30	$969,133	8,691	-70.2%	Shares	Sole	2020-08-11
2020-03-31	$2,813,185	29,122	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.