Position in DIS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$547,758
-$63,483 QoQ
Shares Held
5,691
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,778
of 2,924 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,600,425 across 13 Entertainment names. DIS ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
11,410 | $814,674 | |
| 2 | DIS |
Walt Disney Co
This page
|
5,691 | $547,758 | |
| 3 | LYV |
Live Nation Entertainment, Inc.
|
321 | $58,778 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
1,250 | $33,325 | |
| 5 | SIRI |
Sirius Xm Holdings Inc.
|
1,020 | $30,130 | |
| 6 | PSKY |
Paramount Skydance Corp
|
2,883 | $28,426 | |
| 7 | MSGE |
Madison Square Garden Entertainment Corp.
|
250 | $20,222 | |
| 8 | MANU |
Manchester United plc
|
800 | $18,344 |
All Filings in DIS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,758 | 5,691 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $611,241 | 6,342 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $841,329 | 7,395 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $886,917 | 7,746 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $974,346 | 7,857 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $671,663 | 6,032 | Shares | Sole | 2025-01-28 | |
| 2021-12-31 | $2,080,947 | 13,435 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,857,824 | 10,982 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,943,488 | 11,057 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,279,461 | 6,934 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,793,138 | 9,897 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $936,307 | 7,546 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $323,713 | 2,903 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $633,985 | 6,563 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||