Soltis Investment Advisors LLC

Position in DIS — Walt Disney Co

CIK 1802530 ST. GEORGE, UT

Position in DIS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$762,107

-$36,786 QoQ

Shares Held

7,918

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,565

of 2,924 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Communication Services · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $5,306,738 across 3 Entertainment names. DIS ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	60,012	$4,284,856
2	DIS	Walt Disney Co This page	7,918	$762,107
3	WBD	Warner Bros. Discovery, Inc.	9,744	$259,775

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,107	7,918	-4.5%	Shares	Sole	2026-07-31
2026-03-31	$798,893	8,289	+8.9%	Shares	Sole	2026-04-27
2025-09-30	$871,345	7,610	+2.9%	Shares	Sole	2025-11-12
2025-06-30	$916,929	7,394	+2.1%	Shares	Sole	2025-08-06
2025-03-31	$714,785	7,242	+9.7%	Shares	Sole	2025-05-13
2024-12-31	$734,910	6,600	+3.6%	Shares	Sole	2025-01-29
2024-09-30	$612,826	6,371	+5.5%	Shares	Sole	2025-01-03
2024-06-30	$599,413	6,037	-16.6%	Shares	Sole	2024-08-12
2024-03-31	$885,274	7,235	+7.3%	Shares	Sole	2024-05-29
2023-12-31	$608,644	6,741	+0.1%	Shares	Sole	2024-01-26
2023-09-30	$545,871	6,735	-2.4%	Shares	Sole	2023-11-08
2023-06-30	$616,121	6,901	+0.7%	Shares	Sole	2023-08-09
2023-03-31	$686,190	6,853	-8.0%	Shares	Sole	2023-05-03
2022-12-31	$647,082	7,448	+0.8%	Shares	Sole	2023-02-09
2022-09-30	$696,815	7,387	+3.9%	Shares	Sole	2022-11-14
2022-06-30	$671,278	7,111	-2.6%	Shares	Sole	2022-08-11
2022-03-31	$1,001,679	7,303	-6.9%	Shares	Sole	2022-05-06
2021-12-31	$1,214,492	7,841	+10.7%	Shares	Sole	2022-02-09
2021-09-30	$1,198,569	7,085	+2.6%	Shares	Sole	2021-11-09
2021-06-30	$1,213,340	6,903	-3.6%	Shares	Sole	2021-08-04
2021-03-31	$1,321,347	7,161	-16.5%	Shares	Sole	2021-05-11
2020-12-31	$1,554,162	8,578	-45.3%	Shares	Sole	2021-02-10
2020-09-30	$1,944,457	15,671	+7.6%	Shares	Sole	2020-10-28
2020-06-30	$1,623,585	14,560	+139.1%	Shares	Sole	2020-08-12
2020-03-31	$588,294	6,090	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.