Avior Wealth Management, LLC

Position in DIS — Walt Disney Co

CIK 1599868 OMAHA, NE

Position in DIS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$5,638,998

-$166,836 QoQ

Shares Held

58,587

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#654

of 2,930 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $10,503,174 across 5 Entertainment names. DIS ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	58,587	$5,638,998
2	NFLX	Netflix Inc	47,983	$3,425,986
3	WMG	Warner Music Group Corp.	26,343	$713,105
4	ROKU	Roku, Inc	3,385	$467,603
5	WBD	Warner Bros. Discovery, Inc.	9,658	$257,482

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,638,998	58,587	-2.7%	Shares	Sole	2026-07-07
2026-03-31	$5,805,834	60,239	+8.2%	Shares	Sole	2026-04-09
2025-12-31	$6,331,528	55,652	+13.8%	Shares	Sole	2026-01-06
2025-09-30	$5,601,111	48,918	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$6,017,709	48,526	+6.5%	Shares	Sole	2025-07-17
2025-03-31	$4,495,488	45,547	-21.0%	Shares	Sole	2025-04-21
2024-12-31	$6,419,660	57,653	+9.6%	Shares	Other	2025-01-17
2024-09-30	$5,061,806	52,623	+6.5%	Shares	Other	2024-11-08
2024-06-30	$4,906,315	49,414	+0.5%	Shares	Other	2024-08-13
2024-03-31	$6,015,706	49,164	+18.6%	Shares	Other	2024-04-30
2023-12-31	$3,742,700	41,452	+2.0%	Shares	Other	2024-01-30
2023-09-30	$3,293,466	40,635	+4.6%	Shares	Other	2023-10-17
2023-06-30	$3,467,456	38,838	+0.2%	Shares	Other	2023-07-19
2023-03-31	$3,882,340	38,773	+2.4%	Shares	Other	2023-05-10
2022-12-31	$3,288,147	37,847	+2.9%	Shares	Other	2023-02-14
2022-09-30	$3,468,230	36,767	+10.5%	Shares	Other	2022-10-26
2022-06-30	$3,139,743	33,260	-1.2%	Shares	Other	2022-08-10
2022-03-31	$4,617,216	33,663	+0.1%	Shares	Other	2022-05-13
2021-12-31	$5,208,175	33,625	+10.4%	Shares	Other	2022-02-14
2021-09-30	$5,150,210	30,444	+1.8%	Shares	Other	2021-11-02
2021-06-30	$5,257,631	29,912	-4.2%	Shares	Other	2021-07-27
2021-03-31	$5,763,112	31,233	+0.3%	Shares	Other	2021-05-11
2020-12-31	$5,644,299	31,153	+6.6%	Shares	Other	2021-02-09
2020-09-30	$3,624,748	29,213	+11.5%	Shares	Other	2020-10-20
2020-06-30	$2,921,227	26,197	+57.3%	Shares	Other	2020-07-02
2020-03-31	$1,608,486	16,651	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.