Position in DIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,828,188
+$117,712 QoQ
Shares Held
50,163
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#189
of 1,217 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026IFP Advisors, Inc holds $30,852,190 across 28 Entertainment names. DIS ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
253,572 | $18,105,040 | |
| 2 | DIS |
Walt Disney Co
This page
|
50,163 | $4,828,188 | |
| 3 | SIRI |
Sirius Xm Holdings Inc.
|
127,271 | $3,759,585 | |
| 4 | TKO |
TKO Group Holdings, Inc.
|
8,699 | $1,751,195 | |
| 5 | WBD |
Warner Bros. Discovery, Inc.
|
26,685 | $711,422 | |
| 6 | PSKY |
Paramount Skydance Corp
|
50,934 | $502,209 | |
| 7 | FOXA |
Fox Corp
|
7,180 | $374,508 | |
| 8 | ROKU |
Roku, Inc
|
1,965 | $271,445 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,828,188 | 50,163 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,710,476 | 48,874 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,089,273 | 44,733 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,071,391 | 35,558 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,710,395 | 37,984 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,924,312 | 39,760 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,390,196 | 39,427 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,069,720 | 21,517 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,268,180 | 22,844 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,129,479 | 25,576 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,587,891 | 28,662 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,954,758 | 36,456 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,199,616 | 35,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,896,158 | 38,911 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,763,857 | 89,363 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,192,341 | 129,252 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,800,849 | 125,009 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $17,146,234 | 125,009 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $13,662,227 | 88,206 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $14,045,170 | 83,024 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $14,343,710 | 81,605 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,520,247 | 78,692 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $15,834,044 | 87,394 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $11,162,112 | 89,959 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,317,239 | 92,523 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,968,434 | 72,137 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||