Bogart Wealth, LLC

Position in DIS — Walt Disney Co

CIK 1715740 MCLEAN, VA

Position in DIS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$205,108

+$29,022 QoQ

Shares Held

2,131

+16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#806

of 944 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $16,516,959 across 18 Entertainment names. DIS ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	225,466	$16,098,272
2	DIS	Walt Disney Co This page	2,131	$205,108
3	WBD	Warner Bros. Discovery, Inc.	2,773	$73,928
4	AMC	Amc Entertainment Holdings, Inc.	25,000	$47,500
5	LYV	Live Nation Entertainment, Inc.	157	$28,748
6	ROKU	Roku, Inc	156	$21,549
7	ANGX	Angel Studios, Inc.	3,569	$13,098
8	TKO	TKO Group Holdings, Inc.	38	$7,649

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,108	2,131	+16.6%	Shares	Sole	2026-07-24
2026-03-31	$176,086	1,827	+1.7%	Shares	Sole	2026-04-28
2025-12-31	$204,444	1,797	-8.5%	Shares	Sole	2026-01-30
2025-09-30	$224,878	1,964	-0.2%	Shares	Sole	2025-10-27
2025-06-30	$243,927	1,967	-3.6%	Shares	Sole	2025-07-30
2025-03-31	$201,446	2,041	-29.5%	Shares	Sole	2025-05-02
2024-12-31	$322,469	2,896	+20.8%	Shares	Sole	2025-01-30
2024-09-30	$230,663	2,398	+11.8%	Shares	Sole	2024-10-23
2024-06-30	$212,977	2,145	+29.0%	Shares	Sole	2024-07-31
2024-03-31	$203,484	1,663	+3.7%	Shares	Sole	2024-04-25
2023-12-31	$144,734	1,603	-29.3%	Shares	Sole	2024-02-07
2023-09-30	$183,740	2,267	-93.6%	Shares	Sole	2023-10-30
2023-06-30	$3,152,833	35,314	+2.4%	Shares	Sole	2023-07-31
2023-03-31	$3,451,781	34,473	+8.6%	Shares	Sole	2023-04-21
2022-12-31	$2,757,658	31,741	+10.0%	Shares	Sole	2023-02-06
2022-09-30	$2,722,929	28,866	+9.1%	Shares	Sole	2022-11-03
2022-06-30	$2,497,824	26,460	+14.1%	Shares	Sole	2022-07-22
2022-03-31	$3,182,112	23,200	+93.2%	Shares	Sole	2022-04-22
2021-12-31	$1,859,609	12,006	-10.9%	Shares	Sole	2022-01-19
2021-09-30	$2,279,058	13,472	+22.9%	Shares	Sole	2021-10-15
2021-06-30	$1,927,318	10,965	+21.1%	Shares	Sole	2021-08-06
2021-03-31	$1,670,275	9,052	+27.0%	Shares	Sole	2021-04-16
2020-12-31	$1,291,813	7,130	+21.0%	Shares	Sole	2021-01-14
2020-09-30	$731,203	5,893	+18.5%	Shares	Sole	2020-10-06
2020-06-30	$554,539	4,973	+31.9%	Shares	Sole	2020-07-08
2020-03-31	$364,085	3,769	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.