Aprio Wealth Management, LLC

Position in DIS — Walt Disney Co

CIK 1803519 ATLANTA, GA

Position in DIS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,331,811

+$118,002 QoQ

Shares Held

13,837

+9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,256

of 2,924 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $3,678,576 across 3 Entertainment names. DIS ranks #2 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	26,174	$1,868,823
2	DIS	Walt Disney Co This page	13,837	$1,331,811
3	FOXA	Fox Corp	9,163	$477,942

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,331,811	13,837	+9.9%	Shares	Sole	2026-07-24
2026-03-31	$1,213,809	12,594	+5.4%	Shares	Sole	2026-05-11
2025-12-31	$1,359,551	11,950	-2.6%	Shares	Sole	2026-01-29
2025-09-30	$1,405,029	12,271	+10.2%	Shares	Sole	2025-11-12
2025-06-30	$1,381,099	11,137	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$1,135,247	11,502	+7.8%	Shares	Sole	2025-05-15
2024-12-31	$1,188,327	10,672	+2.7%	Shares	Sole	2025-01-13
2024-09-30	$999,702	10,393	+7.6%	Shares	Sole	2024-10-08
2024-06-30	$959,240	9,661	+15.8%	Shares	Sole	2024-07-10
2024-03-31	$1,020,604	8,341	+90.2%	Shares	Sole	2024-04-10
2023-12-31	$396,011	4,386	-1.6%	Shares	Sole	2024-01-17
2023-09-30	$361,158	4,456	+7.5%	Shares	Sole	2023-10-10
2023-06-30	$370,244	4,147	-11.8%	Shares	Sole	2023-07-13
2023-03-31	$470,611	4,700	+191.6%	Shares	Sole	2023-04-14
2022-03-31	$221,101	1,612	+20.9%	Shares	Sole	2022-04-19
2021-12-31	$206,468	1,333	+2.3%	Shares	Sole	2022-01-26
2021-09-30	$220,428	1,303	+3.8%	Shares	Sole	2021-10-14
2021-06-30	$220,591	1,255	+11.9%	Shares	Sole	2021-07-23
2020-12-31	$203,283	1,122	-73.9%	Shares	Sole	2021-01-11
2020-09-30	$533,792	4,302	+0.0%	Shares	Sole	2020-10-14
2020-06-30	$479,604	4,301	+7.0%	Shares	Sole	2020-07-20
2020-03-31	$388,428	4,021	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.