Position in DIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$786,266
-$2,700 QoQ
Shares Held
8,169
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,543
of 2,924 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $1,537,200 across 2 Entertainment names. DIS ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
8,169 | $786,266 | |
| 2 | LYV |
Live Nation Entertainment, Inc.
|
4,101 | $750,934 |
All Filings in DIS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,266 | 8,169 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $788,966 | 8,186 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $646,896 | 5,686 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $670,970 | 5,860 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $726,698 | 5,860 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $592,792 | 6,006 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $683,243 | 6,136 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $590,029 | 6,134 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $611,625 | 6,160 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $772,090 | 6,310 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $543,004 | 6,014 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $406,384 | 5,014 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $380,243 | 4,259 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $426,453 | 4,259 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $299,649 | 3,449 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $316,477 | 3,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $340,123 | 3,603 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $482,666 | 3,519 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $358,880 | 2,317 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $338,847 | 2,003 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $202,167 | 1,813 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $203,343 | 2,105 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||