Advisor OS, LLC

Position in DIS — Walt Disney Co

CIK 1767580 CHICAGO, IL

Position in DIS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$972,892

-$18,373 QoQ

Shares Held

10,108

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,418

of 2,924 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Advisor OS, LLC holds $2,710,226 across 4 Entertainment names. DIS ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	16,219	$1,158,035
2	DIS	Walt Disney Co This page	10,108	$972,892
3	WBD	Warner Bros. Discovery, Inc.	12,987	$346,232
4	MSGS	Madison Square Garden Sports Corp.	580	$233,067

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$972,892	10,108	-1.7%	Shares	Sole	2026-08-05
2026-03-31	$991,265	10,285	-4.6%	Shares	Sole	2026-05-08
2025-12-31	$1,226,323	10,779	+6.4%	Shares	Sole	2026-02-04
2025-09-30	$1,159,655	10,128	+14.4%	Shares	Sole	2025-11-12
2025-06-30	$1,098,354	8,857	-4.7%	Shares	Sole	2025-08-14
2025-03-31	$917,019	9,291	+10.1%	Shares	Sole	2025-05-06
2024-12-31	$939,347	8,436	+8.9%	Shares	Sole	2025-02-05
2024-09-30	$745,373	7,749	+0.3%	Shares	Sole	2024-11-04
2024-06-30	$767,310	7,728	-1.0%	Shares	Sole	2024-08-05
2024-03-31	$955,262	7,807	+18.6%	Shares	Sole	2024-05-09
2023-12-31	$594,105	6,580	+18.8%	Shares	Sole	2024-02-08
2023-09-30	$448,933	5,539	+2.3%	Shares	Sole	2023-11-03
2023-06-30	$483,538	5,416	+167.3%	Shares	Sole	2023-08-08
2023-03-31	$202,861	2,026	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.