Position in DIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,433,190
+$499,901 QoQ
Shares Held
129,176
+4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#438
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $26,999,923 across 8 Entertainment names. DIS ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
129,176 | $12,433,190 | |
| 2 | NFLX |
Netflix Inc
|
107,122 | $7,648,510 | |
| 3 | LYV |
Live Nation Entertainment, Inc.
|
14,457 | $2,647,221 | |
| 4 | ROKU |
Roku, Inc
|
11,833 | $1,634,610 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
36,736 | $1,322,863 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
3,574 | $719,481 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
11,217 | $299,045 | |
| 8 | IMAX |
Imax Corp
|
7,401 | $295,003 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,433,190 | 129,176 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,933,289 | 123,815 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,497,554 | 13,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,816,328 | 42,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,984,615 | 56,323 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $4,753,293 | 48,159 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $5,371,412 | 48,239 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $3,346,738 | 34,793 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $4,342,248 | 43,733 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $5,758,995 | 47,066 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $3,049,635 | 33,776 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,595,139 | 32,019 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,842,050 | 31,833 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,685,384 | 36,806 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,496,062 | 28,730 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,760,842 | 39,869 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,726,440 | 39,475 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,166,131 | 37,665 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,298,322 | 34,207 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,010,646 | 29,619 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,720,743 | 15,479 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,891,981 | 15,673 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,379,369 | 18,652 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,962,782 | 23,878 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,208,811 | 28,776 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,945,817 | 30,495 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||