Center for Financial Planning, Inc.

Position in DIS — Walt Disney Co

CIK 1803557 SOUTHFIED, MI

Position in DIS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$354,103

-$19,851 QoQ

Shares Held

3,679

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,127

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $774,864 across 9 Entertainment names. DIS ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	3,679	$354,103
2	NFLX	Netflix Inc	4,850	$346,290
3	WBD	Warner Bros. Discovery, Inc.	1,710	$45,588
4	PSKY	Paramount Skydance Corp	1,856	$18,300
5	VSNT	Versant Media Group, Inc.	120	$4,321
6	SIRI	Sirius Xm Holdings Inc.	88	$2,599
7	FOXA	Fox Corp	36	$1,877
8	LLYVA	Liberty Live Holdings, Inc.	9	$911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,103	3,679	-5.2%	Shares	Sole	2026-07-21
2026-03-31	$373,954	3,880	-0.9%	Shares	Sole	2026-05-04
2025-12-31	$445,409	3,915	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$447,695	3,910	+20.2%	Shares	Sole	2025-11-06
2025-06-30	$403,404	3,253	0.0%	Shares	Sole	2025-08-04
2025-03-31	$321,071	3,253	-6.7%	Shares	Sole	2025-04-22
2024-12-31	$388,054	3,485	-6.4%	Shares	Sole	2025-01-30
2024-09-30	$358,211	3,724	-0.8%	Shares	Sole	2024-10-16
2024-06-30	$372,635	3,753	0.0%	Shares	Sole	2024-07-18
2024-03-31	$459,217	3,753	-6.4%	Shares	Sole	2024-04-25
2023-12-31	$362,153	4,011	-1.6%	Shares	Sole	2024-01-29
2023-09-30	$330,440	4,077	+1.8%	Shares	Sole	2023-10-24
2023-06-30	$357,566	4,005	0.0%	Shares	Sole	2023-08-09
2023-03-31	$401,020	4,005	-10.2%	Shares	Sole	2023-05-02
2022-12-31	$387,311	4,458	-13.6%	Shares	Sole	2023-01-27
2022-09-30	$486,554	5,158	-6.6%	Shares	Sole	2022-10-14
2022-06-30	$521,276	5,522	-9.2%	Shares	Sole	2022-08-12
2022-03-31	$834,344	6,083	+6.5%	Shares	Sole	2022-05-03
2021-12-31	$885,041	5,714	+0.3%	Shares	Sole	2022-02-08
2021-09-30	$963,930	5,698	0.0%	Shares	Sole	2021-11-17
2021-06-30	$1,001,537	5,698	+24.4%	Shares	Sole	2021-07-29
2021-03-31	$844,917	4,579	+24.8%	Shares	Sole	2021-05-10
2020-12-31	$664,749	3,669	-0.3%	Shares	Sole	2021-02-09
2020-09-30	$456,614	3,680	+1.7%	Shares	Sole	2020-11-12
2020-06-30	$403,666	3,620	+0.9%	Shares	Sole	2020-08-06
2020-03-31	$346,600	3,588	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.