Position in DIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$417,532
+$15,628 QoQ
Shares Held
4,338
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,959
of 2,880 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, 2026Physician Wealth Advisors, Inc. holds $743,833 across 18 Entertainment names. DIS ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
4,338 | $417,532 | |
| 2 | NFLX |
Netflix Inc
|
3,049 | $217,698 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
1,779 | $47,428 | |
| 4 | FOXA |
Fox Corp
|
343 | $17,890 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
89 | $16,296 | |
| 6 | NWSA |
News Corp
|
224 | $5,561 | |
| 7 | VSNT |
Versant Media Group, Inc.
|
140 | $5,041 | |
| 8 | ROKU |
Roku, Inc
|
24 | $3,315 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,532 | 4,338 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $401,904 | 4,170 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $282,149 | 2,480 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $288,654 | 2,521 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $323,170 | 2,606 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $248,625 | 2,519 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $276,259 | 2,481 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $250,767 | 2,607 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $288,933 | 2,910 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $374,421 | 3,060 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $311,681 | 3,452 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $295,913 | 3,651 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $374,529 | 4,195 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $418,843 | 4,183 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $360,465 | 4,149 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $372,980 | 3,954 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $355,510 | 3,766 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $467,304 | 3,407 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $468,077 | 3,022 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $514,784 | 3,043 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $536,450 | 3,052 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $481,228 | 2,608 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $472,517 | 2,608 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $322,235 | 2,597 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $302,526 | 2,713 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $311,148 | 3,221 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||