Foundations Investment Advisors, LLC

Endowment

Position in DIS — Walt Disney Co

CIK 1743404 PHOENIX, AZ

Position in DIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,789,865

-$160,866 QoQ

Shares Held

18,596

-8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,111

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $5,569,222 across 4 Entertainment names. DIS ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	35,593	$2,541,340
2	DIS	Walt Disney Co This page	18,596	$1,789,865
3	SPHR	Sphere Entertainment Co.	5,202	$900,102
4	WBD	Warner Bros. Discovery, Inc.	12,675	$337,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,789,865	18,596	-8.1%	Shares	Sole	2026-08-14
2026-03-31	$1,950,731	20,240	-6.9%	Shares	Sole	2026-05-11
2025-12-31	$2,472,449	21,732	+11.2%	Shares	Sole	2026-02-10
2025-09-30	$2,238,246	19,548	-5.9%	Shares	Sole	2025-11-03
2025-06-30	$2,576,059	20,773	-16.0%	Shares	Sole	2025-08-08
2025-03-31	$2,440,752	24,729	-4.4%	Shares	Sole	2025-05-07
2024-12-31	$2,880,067	25,865	+5.9%	Shares	Sole	2025-01-22
2024-09-30	$2,349,248	24,423	-2.2%	Shares	Sole	2024-10-21
2024-06-30	$2,478,874	24,966	+8.0%	Shares	Sole	2024-08-02
2024-03-31	$2,829,207	23,122	+3.8%	Shares	Sole	2024-05-13
2023-12-31	$2,011,029	22,273	-43.7%	Shares	Sole	2024-02-08
2023-09-30	$3,206,986	39,568	+18.3%	Shares	Sole	2023-10-05
2023-06-30	$2,985,969	33,445	+63.6%	Shares	Sole	2023-07-19
2023-03-31	$2,046,757	20,441	+5.7%	Shares	Sole	2023-04-25
2022-12-31	$1,680,780	19,346	-15.0%	Shares	Sole	2023-01-11
2022-09-30	$2,146,101	22,751	+14.7%	Shares	Sole	2022-10-19
2022-06-30	$1,871,952	19,830	+110.5%	Shares	Sole	2022-07-08
2022-03-31	$1,292,047	9,420	+4.4%	Shares	Sole	2022-04-19
2021-12-31	$1,396,952	9,019	+18.6%	Shares	Sole	2022-01-21
2021-09-30	$1,286,876	7,607	+2.8%	Shares	Sole	2021-10-13
2021-06-30	$1,301,225	7,403	+3.5%	Shares	Sole	2021-07-14
2021-03-31	$1,320,425	7,156	+73.5%	Shares	Sole	2021-04-09
2020-12-31	$747,186	4,124	-9.7%	Shares	Sole	2021-01-13
2020-09-30	$566,549	4,566	+26.1%	Shares	Sole	2020-10-07
2020-06-30	$403,666	3,620	+70.3%	Shares	Sole	2020-07-08
2020-03-31	$205,371	2,126	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.