Concord Wealth Partners

Position in DIS — Walt Disney Co

CIK 1814214 ABINGDON, VA

Position in DIS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,116,575

+$313,170 QoQ

Shares Held

32,380

+11.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#872

of 2,924 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Concord Wealth Partners holds $3,226,989 across 4 Entertainment names. DIS ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	32,380	$3,116,575
2	NFLX	Netflix Inc	1,238	$88,393
3	WBD	Warner Bros. Discovery, Inc.	772	$20,581
4	VSNT	Versant Media Group, Inc.	40	$1,440

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,116,575	32,380	+11.3%	Shares	Sole	2026-07-27
2026-03-31	$2,803,405	29,087	+6.4%	Shares	Sole	2026-05-01
2025-12-31	$3,111,268	27,347	+6.9%	Shares	Sole	2026-01-29
2025-09-30	$2,930,284	25,592	+63.5%	Shares	Sole	2025-11-05
2025-06-30	$1,941,376	15,655	+22.4%	Shares	Sole	2025-07-25
2025-03-31	$1,262,076	12,787	+423.4%	Shares	Sole	2025-05-02
2024-12-31	$272,028	2,443	-11.2%	Shares	Sole	2025-01-24
2024-09-30	$264,618	2,751	+19.0%	Shares	Sole	2024-10-24
2024-06-30	$229,558	2,312	-31.8%	Shares	Sole	2024-07-31
2024-03-31	$414,922	3,391	+28.7%	Shares	Sole	2024-04-30
2023-12-31	$237,914	2,635	-24.2%	Shares	Sole	2024-04-30
2023-09-30	$281,810	3,477	+20.5%	Shares	Sole	2024-04-30
2023-06-30	$257,662	2,886	+3.7%	Shares	Sole	2023-08-08
2023-03-31	$278,761	2,784	+0.3%	Shares	Sole	2023-04-26
2022-12-31	$241,092	2,775	-1.4%	Shares	Sole	2023-01-30
2022-09-30	$265,350	2,813	+9.2%	Shares	Sole	2022-11-10
2022-06-30	$243,268	2,577	+7.2%	Shares	Sole	2022-08-04
2022-03-31	$329,595	2,403	+5.6%	Shares	Sole	2022-04-20
2021-12-31	$352,529	2,276	+259.0%	Shares	Sole	2022-01-21
2021-09-30	$107,253	634	-66.9%	Shares	Sole	2021-11-09
2021-06-30	$336,248	1,913	+0.5%	Shares	Sole	2021-07-29
2021-03-31	$351,326	1,904	-15.1%	Shares	Sole	2021-05-13
2020-12-31	$406,386	2,243	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.