LifeSteps Financial, Inc.

Position in DIS — Walt Disney Co

CIK 1801373 CLAREMONT, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$264,687

-$936 QoQ

Shares Held

2,750

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,341

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $649,841 across 3 Entertainment names. DIS ranks #2 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	5,208	$371,851
2	DIS	Walt Disney Co This page	2,750	$264,687
3	WBD	Warner Bros. Discovery, Inc.	499	$13,303

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,687	2,750	-0.2%	Shares	Sole	2026-07-17
2026-03-31	$265,623	2,756	-17.1%	Shares	Sole	2026-04-22
2025-12-31	$378,057	3,323	-14.8%	Shares	Sole	2026-01-28
2025-09-30	$446,550	3,900	-3.5%	Shares	Sole	2025-10-16
2025-06-30	$501,248	4,042	+5.4%	Shares	Sole	2025-07-23
2025-03-31	$378,514	3,835	-4.8%	Shares	Sole	2025-04-23
2024-12-31	$448,406	4,027	-8.5%	Shares	Sole	2025-02-03
2024-09-30	$423,139	4,399	-7.8%	Shares	Sole	2024-10-16
2024-06-30	$473,911	4,773	-0.0%	Shares	Sole	2024-07-17
2024-03-31	$584,146	4,774	+2.3%	Shares	Sole	2024-04-26
2023-12-31	$421,293	4,666	+7.0%	Shares	Sole	2024-01-19
2023-09-30	$353,378	4,360	-5.8%	Shares	Sole	2023-10-25
2023-06-30	$413,277	4,629	0.0%	Shares	Sole	2023-07-14
2023-03-31	$463,501	4,629	-7.7%	Shares	Sole	2023-04-12
2022-12-31	$435,703	5,015	-1.3%	Shares	Sole	2023-01-18
2022-09-30	$479,479	5,083	+1.3%	Shares	Sole	2022-10-14
2022-06-30	$473,510	5,016	-11.5%	Shares	Sole	2022-07-13
2022-03-31	$777,422	5,668	-22.7%	Shares	Sole	2022-04-12
2021-12-31	$1,136,273	7,336	+4.2%	Shares	Sole	2022-01-26
2021-09-30	$1,191,125	7,041	-0.1%	Shares	Sole	2021-10-06
2021-06-30	$1,239,178	7,050	+11.4%	Shares	Sole	2021-07-09
2021-03-31	$1,167,642	6,328	+5.4%	Shares	Sole	2021-04-20
2020-12-31	$1,087,623	6,003	+3.9%	Shares	Sole	2021-01-25
2020-09-30	$717,182	5,780	-4.1%	Shares	Sole	2020-10-21
2020-06-30	$672,405	6,030	+4.3%	Shares	Sole	2020-08-05
2020-03-31	$558,348	5,780	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.