Perennial Investment Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1801523 Los Angeles, CA

Back to DIS Full portfolio

Position in DIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,337,682

+$9,373 QoQ

Shares Held

13,898

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,253

of 2,924 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)

Derivatives in DIS

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$446,400

PutShares

5,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Entertainment

Communication Services · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $5,283,807 across 4 Entertainment names. DIS ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	48,526	$3,464,756
2	DIS	Walt Disney Co This page	13,898	$1,337,682
3	LYV	Live Nation Entertainment, Inc.	1,406	$257,452
4	WBD	Warner Bros. Discovery, Inc.	8,399	$223,917

All Filings in DIS

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,337,682	13,898	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$1,328,309	13,782	-4.2%	Shares	Sole	2026-05-15
2025-12-31	$1,637,264	14,391	-3.6%	Shares	Sole	2026-02-17
2025-09-30	$1,709,943	14,934	-17.0%	Shares	Sole	2025-11-12
2025-06-30	$2,230,939	17,990	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$1,783,805	18,073	+13.9%	Shares	Sole	2025-05-15
2024-12-31	$1,766,567	15,865	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$1,560,586	16,224	-3.5%	Shares	Sole	2024-11-14
2024-06-30	$1,669,064	16,810	+2.9%	Shares	Sole	2024-08-09
2024-03-31	$1,999,607	16,342	-5.9%	Shares	Sole	2024-05-14
2023-12-31	$1,567,434	17,360	-2.7%	Shares	Sole	2024-02-14
2023-09-30	$1,445,769	17,838	+4.0%	Shares	Sole	2023-11-14
2023-06-30	$1,532,044	17,160	-0.9%	Shares	Sole	2023-08-14
2023-06-30	$446,400	5,000	—	Put	Sole	2023-08-14
2023-03-31	$1,733,050	17,308	+17.2%	Shares	Sole	2023-05-12
2022-12-31	$1,282,783	14,765	+9.8%	Shares	Sole	2023-02-10
2022-09-30	$1,268,266	13,445	+8.1%	Shares	Sole	2022-11-09
2022-06-30	$1,173,768	12,434	+7.5%	Shares	Sole	2022-08-10
2022-03-31	$1,586,941	11,570	+3.6%	Shares	Sole	2022-05-09
2021-12-31	$1,729,037	11,163	-1.6%	Shares	Sole	2022-02-14
2021-09-30	$1,919,741	11,348	-7.8%	Shares	Sole	2021-11-12
2021-06-30	$2,162,498	12,303	+6.1%	Shares	Sole	2021-07-29
2021-03-31	$2,140,616	11,601	+14.1%	Shares	Sole	2021-04-29
2020-12-31	$1,841,513	10,164	+4.9%	Shares	Sole	2021-01-22
2020-09-30	$1,201,962	9,687	+44.8%	Shares	Sole	2020-10-26
2020-06-30	$746,224	6,692	-16.0%	Shares	Sole	2020-07-16
2020-03-31	$769,998	7,971	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.