SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in DIS — Walt Disney Co

CIK 1794153 MINNEAPOLIS, MN

Position in DIS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,083,486

-$6,475 QoQ

Shares Held

11,257

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,361

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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $1,800,935 across 4 Entertainment names. DIS ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	11,257	$1,083,486
2	BATRA	Atlanta Braves Holdings, Inc.	6,022	$339,098
3	MSGS	Madison Square Garden Sports Corp.	617	$247,935
4	PLAY	Dave & Buster's Entertainment, Inc.	11,440	$130,416

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083,486	11,257	-0.5%	Shares	Sole	2026-08-07
2026-03-31	$1,089,961	11,309	-1.2%	Shares	Sole	2026-05-08
2025-12-31	$1,302,438	11,448	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,310,338	11,444	-3.2%	Shares	Sole	2025-11-07
2025-06-30	$1,465,798	11,820	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$1,172,950	11,884	-4.3%	Shares	Sole	2025-05-02
2024-12-31	$1,383,189	12,422	-35.1%	Shares	Sole	2025-02-07
2024-09-30	$1,840,980	19,139	+6.9%	Shares	Sole	2024-11-08
2024-06-30	$1,777,787	17,905	-0.7%	Shares	Sole	2024-08-02
2024-03-31	$2,207,374	18,040	-0.8%	Shares	Sole	2024-05-03
2023-12-31	$1,642,375	18,190	+1.7%	Shares	Sole	2024-02-05
2023-09-30	$1,449,822	17,888	+21.6%	Shares	Sole	2023-11-03
2023-06-30	$1,313,040	14,707	+1.1%	Shares	Sole	2023-08-11
2023-03-31	$1,455,890	14,540	+1.5%	Shares	Sole	2023-04-27
2022-12-31	$1,244,642	14,326	-2.9%	Shares	Sole	2023-02-09
2022-09-30	$1,391,744	14,754	-1.4%	Shares	Sole	2022-11-04
2022-06-30	$1,412,601	14,964	-28.1%	Shares	Sole	2022-08-09
2022-03-31	$2,853,476	20,804	+0.5%	Shares	Sole	2022-05-11
2021-12-31	$3,206,068	20,699	+2.0%	Shares	Sole	2022-02-08
2021-09-30	$3,432,290	20,289	-0.3%	Shares	Sole	2021-10-21
2021-06-30	$3,577,095	20,351	-0.8%	Shares	Sole	2021-07-28
2021-03-31	$3,786,534	20,521	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$3,703,319	20,440	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$2,511,503	20,241	-4.8%	Shares	Sole	2020-11-03
2020-06-30	$2,371,260	21,265	+8.9%	Shares	Sole	2020-07-15
2020-03-31	$1,885,535	19,519	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.