SteelPeak Wealth, LLC

Position in DIS — Walt Disney Co

CIK 1801868 WOODLAND HILLS, CA

Back to DIS Full portfolio

Position in DIS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,314,465

-$510,086 QoQ

Shares Held

34,436

-13.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#852

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Derivatives in DIS

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

PutValue

$22,270

PutShares

200

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

SteelPeak Wealth, LLC holds $59,961,842 across 4 Entertainment names. DIS ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	735,898	$52,543,117
2	FOXA	Fox Corp	71,583	$3,733,769
3	DIS	Walt Disney Co This page	34,436	$3,314,465
4	ROKU	Roku, Inc	2,682	$370,491

All Filings in DIS

Export CSV

33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,314,465	34,436	-13.2%	Shares	Sole	2026-07-13
2026-03-31	$3,824,551	39,682	+181.9%	Shares	Sole	2026-05-05
2025-12-31	$1,601,654	14,078	-18.4%	Shares	Sole	2026-01-20
2025-09-30	$1,974,323	17,243	+11.9%	Shares	Sole	2025-10-21
2025-06-30	$1,910,622	15,407	-2.3%	Shares	Sole	2025-07-23
2025-03-31	$1,555,906	15,764	+11.6%	Shares	Sole	2025-05-01
2024-12-31	$1,572,373	14,121	+1.1%	Shares	Sole	2025-01-23
2024-12-31	$22,270	200	—	Put	Sole	2025-01-23
2024-09-30	$1,343,966	13,972	-56.4%	Shares	Sole	2024-10-25
2024-06-30	$3,178,868	32,016	+17.2%	Shares	Sole	2024-07-17
2024-03-31	$3,341,529	27,309	-8.1%	Shares	Sole	2024-04-18
2023-12-31	$2,681,883	29,703	-14.3%	Shares	Sole	2024-01-24
2023-09-30	$2,810,003	34,670	-48.7%	Shares	Sole	2023-11-03
2023-06-30	$6,035,417	67,601	+25.3%	Shares	Sole	2023-08-03
2023-03-31	$5,401,512	53,945	+7.9%	Shares	Sole	2023-05-08
2022-12-31	$4,341,828	49,975	-2.1%	Shares	Sole	2023-01-25
2022-12-31	$8,688	100	0.0%	Call	Sole	2023-01-25
2022-09-30	$9,433	100	0.0%	Call	Sole	2022-10-26
2022-09-30	$4,816,584	51,061	-5.3%	Shares	Sole	2022-10-26
2022-06-30	$5,088,443	53,903	+8.8%	Shares	Sole	2022-08-02
2022-06-30	$9,440	100	—	Call	Sole	2022-08-02
2022-03-31	$6,871,716	50,100	+50000.0%	Call	Sole	2022-05-10
2022-03-31	$6,797,375	49,558	+6.2%	Shares	Sole	2022-05-10
2021-12-31	$7,224,844	46,645	+3.4%	Shares	Sole	2022-01-31
2021-12-31	$15,489	100	-98.0%	Call	Sole	2022-01-31
2021-09-30	$7,628,890	45,096	-16.3%	Shares	Sole	2021-11-15
2021-06-30	$9,470,136	53,878	+6.4%	Shares	Sole	2021-08-13
2021-03-31	$9,342,247	50,630	+14.0%	Shares	Sole	2021-05-18
2021-03-31	$922,600	5,000	—	Call	Sole	2021-05-18
2020-12-31	$8,044,935	44,403	+1.4%	Shares	Sole	2021-02-04
2020-09-30	$5,433,463	43,790	-1.1%	Shares	Sole	2020-10-26
2020-06-30	$4,938,554	44,288	-26.5%	Shares	Sole	2020-07-21
2020-03-31	$5,821,599	60,265	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.