CreativeOne Wealth, LLC

Position in DIS — Walt Disney Co

CIK 1739728 OVERLAND PARK, KS

Position in DIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,318,721

-$23,273 QoQ

Shares Held

13,701

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,264

of 2,923 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $9,198,940 across 5 Entertainment names. DIS ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	98,751	$7,050,821
2	DIS	Walt Disney Co This page	13,701	$1,318,721
3	TKO	TKO Group Holdings, Inc.	2,423	$487,774
4	ROKU	Roku, Inc	2,195	$303,216
5	AMC	Amc Entertainment Holdings, Inc.	20,215	$38,408

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,318,721	13,701	-1.6%	Shares	Other	2026-08-13
2026-03-31	$1,341,994	13,924	+14.7%	Shares	Other	2026-05-15
2025-12-31	$1,381,622	12,144	-32.9%	Shares	Other	2026-02-13
2025-09-30	$2,073,137	18,106	+6.2%	Shares	Other	2025-11-13
2025-06-30	$2,113,254	17,041	+49.9%	Shares	Other	2025-08-12
2025-03-31	$1,121,725	11,365	-9.2%	Shares	Other	2025-05-14
2024-12-31	$1,393,767	12,517	+9.3%	Shares	Other	2025-02-13
2024-09-30	$1,101,182	11,448	+5.4%	Shares	Other	2024-11-13
2024-06-30	$1,078,090	10,858	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$1,332,622	10,891	+34.0%	Shares	Sole	2024-05-14
2023-12-31	$733,877	8,128	+20.1%	Shares	Sole	2024-02-09
2023-09-30	$548,708	6,770	-70.9%	Shares	Sole	2023-10-17
2023-06-30	$2,076,474	23,258	-6.5%	Shares	Sole	2023-08-14
2023-03-31	$2,490,031	24,868	-0.7%	Shares	Other	2023-05-15
2022-12-31	$2,174,953	25,034	-4.4%	Shares	Other	2023-02-15
2022-09-30	$2,469,747	26,182	+4.4%	Shares	Other	2022-11-15
2022-06-30	$2,366,890	25,073	+3.7%	Shares	Other	2022-08-12
2022-03-31	$3,316,391	24,179	+14.5%	Shares	Other	2022-05-13
2021-12-31	$3,269,882	21,111	+3.8%	Shares	Sole	2022-02-15
2021-09-30	$3,440,409	20,337	-3.5%	Shares	Other	2021-11-16
2021-06-30	$3,705,054	21,079	-20.1%	Shares	Sole	2021-08-13
2021-03-31	$4,869,851	26,392	+37.1%	Shares	Sole	2021-05-17
2020-12-31	$3,488,258	19,253	+692.0%	Shares	Other	2021-02-12
2020-09-30	$301,638	2,431	+20.9%	Shares	Other	2020-11-13
2020-06-30	$224,135	2,010	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.