Summit Place Financial Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1801413 SUMMIT, NJ

Position in DIS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,025,426

+$80,246 QoQ

Shares Held

31,433

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#889

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

Summit Place Financial Advisors, LLC holds $8,947,779 across 3 Entertainment names. DIS ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	47,855	$3,416,847
2	DIS	Walt Disney Co This page	31,433	$3,025,426
3	WBD	Warner Bros. Discovery, Inc.	93,980	$2,505,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,025,426	31,433	+2.9%	Shares	Sole	2026-07-29
2026-03-31	$2,945,180	30,558	-4.5%	Shares	Sole	2026-05-01
2025-12-31	$3,639,160	31,987	-3.3%	Shares	Sole	2026-02-02
2025-09-30	$3,789,263	33,094	-0.6%	Shares	Sole	2025-10-23
2025-06-30	$4,126,928	33,279	+0.3%	Shares	Sole	2025-07-24
2025-03-31	$3,273,681	33,168	+2.7%	Shares	Sole	2025-04-28
2024-12-31	$3,597,607	32,309	-1.4%	Shares	Sole	2025-02-03
2024-09-30	$3,151,953	32,768	+5.6%	Shares	Sole	2024-10-24
2024-06-30	$3,081,167	31,032	-4.9%	Shares	Sole	2024-07-25
2024-03-31	$3,991,872	32,624	-1.6%	Shares	Sole	2024-04-30
2023-12-31	$2,994,287	33,163	+11.9%	Shares	Sole	2024-02-07
2023-09-30	$2,401,754	29,633	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$2,641,080	29,582	+7.0%	Shares	Sole	2023-08-04
2023-03-31	$2,766,992	27,634	+2.0%	Shares	Sole	2023-04-28
2022-12-31	$2,352,971	27,083	+33.5%	Shares	Sole	2023-01-27
2022-09-30	$1,913,861	20,289	+23.1%	Shares	Sole	2022-11-01
2022-06-30	$1,555,617	16,479	+4.2%	Shares	Sole	2022-08-04
2022-03-31	$2,169,048	15,814	+8.3%	Shares	Sole	2022-05-04
2021-12-31	$2,262,013	14,604	+6.9%	Shares	Sole	2022-01-25
2021-09-30	$2,311,877	13,666	+13.2%	Shares	Sole	2021-11-05
2021-06-30	$2,122,598	12,076	+12.6%	Shares	Sole	2021-07-23
2021-03-31	$1,978,238	10,721	-16.9%	Shares	Sole	2021-05-07
2020-12-31	$2,336,497	12,896	-5.1%	Shares	Sole	2021-01-27
2020-09-30	$1,686,991	13,596	-15.2%	Shares	Sole	2020-10-28
2020-06-30	$1,787,059	16,026	-12.5%	Shares	Sole	2020-07-22
2020-03-31	$1,768,842	18,311	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.