Cornerstone Planning Group LLC

Position in DIS — Walt Disney Co

CIK 1822587 FAIRFIELD, NJ

Position in DIS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$171,132

-$27,892 QoQ

Shares Held

1,778

-13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,597

of 2,934 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $503,917 across 13 Entertainment names. DIS ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	1,778	$171,132
2	NFLX	Netflix Inc	2,371	$169,289
3	WBD	Warner Bros. Discovery, Inc.	2,517	$67,103
4	TKO	TKO Group Holdings, Inc.	148	$29,793
5	ROKU	Roku, Inc	192	$26,522
6	LYV	Live Nation Entertainment, Inc.	130	$23,804
7	FOXA	Fox Corp	90	$4,694
8	VSNT	Versant Media Group, Inc.	124	$4,465

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$171,132	1,778	-13.9%	Shares	Sole	2026-07-29
2026-03-31	$199,024	2,065	+21.0%	Shares	Sole	2026-05-06
2025-12-31	$194,091	1,706	+1212.3%	Shares	Sole	2026-02-02
2025-09-30	$1,626	130	-90.3%	Shares	Sole	2025-11-04
2025-06-30	$166,173	1,340	-17.5%	Shares	Sole	2025-08-11
2025-03-31	$160,387	1,625	+49.9%	Shares	Sole	2025-04-30
2024-12-31	$120,703	1,084	+4.8%	Shares	Sole	2025-01-29
2024-09-30	$99,460	1,034	+7.0%	Shares	Sole	2024-11-05
2024-06-30	$95,914	966	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$118,322	967	+8.2%	Shares	Sole	2024-05-07
2023-12-31	$80,719	894	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$71,891	887	+9.6%	Shares	Sole	2023-11-08
2023-06-30	$72,227	809	-1.6%	Shares	Sole	2023-08-15
2022-12-31	$71,415	822	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.