BIP Wealth, LLC

Position in DIS — Walt Disney Co

CIK 1590214 ATLANTA, GA

Position in DIS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$404,442

+$109,905 QoQ

Shares Held

4,202

+37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,007

of 2,924 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

BIP Wealth, LLC holds $2,146,115 across 3 Entertainment names. DIS ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	20,759	$1,482,192
2	DIS	Walt Disney Co This page	4,202	$404,442
3	WBD	Warner Bros. Discovery, Inc.	9,733	$259,481

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,442	4,202	+37.5%	Shares	Sole	2026-08-03
2026-03-31	$294,537	3,056	+1.1%	Shares	Sole	2026-04-27
2025-12-31	$343,926	3,023	+5.7%	Shares	Sole	2026-01-21
2025-09-30	$327,584	2,861	+47.2%	Shares	Sole	2025-10-30
2025-06-30	$241,075	1,944	-45.2%	Shares	Sole	2025-07-31
2025-03-31	$349,891	3,545	+4.0%	Shares	Sole	2025-05-02
2024-12-31	$379,480	3,408	+4.1%	Shares	Sole	2025-02-14
2024-09-30	$315,022	3,275	+35.9%	Shares	Sole	2024-11-07
2024-03-31	$294,765	2,409	-11.0%	Shares	Sole	2024-05-08
2023-12-31	$244,324	2,706	-2.8%	Shares	Sole	2024-02-02
2023-06-30	$248,466	2,783	-9.5%	Shares	Sole	2023-07-27
2023-03-31	$307,998	3,076	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.