Position in DIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,060
-$81 QoQ
Shares Held
624
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,701
of 2,920 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026IAG Wealth Partners, LLC holds $165,115 across 7 Entertainment names. DIS ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
624 | $60,060 | |
| 2 | NFLX |
Netflix Inc
|
590 | $42,126 | |
| 3 | TKO |
TKO Group Holdings, Inc.
|
200 | $40,262 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
516 | $13,756 | |
| 5 | MSGS |
Madison Square Garden Sports Corp.
|
17 | $6,831 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
43 | $1,548 | |
| 7 | ANGX |
Angel Studios, Inc.
|
145 | $532 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,060 | 624 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $60,141 | 624 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $104,554 | 919 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $116,675 | 1,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $136,907 | 1,104 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $108,964 | 1,104 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $145,757 | 1,309 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $125,816 | 1,308 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $129,871 | 1,308 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $178,523 | 1,459 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $131,733 | 1,459 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $173,365 | 2,139 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $176,417 | 1,976 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $192,750 | 1,925 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $170,892 | 1,967 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $38,863 | 412 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,537 | 154 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $28,392 | 207 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $24,317 | 157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,435 | 174 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $30,583 | 174 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $31,921 | 173 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $32,793 | 181 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $22,458 | 181 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $22,078 | 198 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $18,643 | 193 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||