JEPPSON WEALTH MANAGEMENT, LLC

Position in DIS — Walt Disney Co

CIK 1831263 MANHATTAN BEACH, CA

Position in DIS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,631,646

+$32,971 QoQ

Shares Held

48,121

+0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#722

of 2,924 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $5,872,034 across 4 Entertainment names. DIS ranks #1 (78.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	48,121	$4,631,646
2	NFLX	Netflix Inc	12,143	$867,010
3	WBD	Warner Bros. Discovery, Inc.	7,996	$213,173
4	PSKY	Paramount Skydance Corp	16,248	$160,205

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,631,646	48,121	+0.9%	Shares	Sole	2026-08-04
2026-03-31	$4,598,675	47,714	-0.3%	Shares	Sole	2026-04-14
2025-12-31	$5,442,415	47,837	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$5,503,213	48,063	+0.2%	Shares	Sole	2025-10-15
2025-06-30	$5,949,131	47,973	-0.9%	Shares	Sole	2025-07-15
2025-03-31	$4,777,080	48,400	+0.3%	Shares	Sole	2025-04-24
2024-12-31	$5,375,643	48,277	-0.8%	Shares	Sole	2025-01-22
2024-09-30	$4,682,240	48,677	+0.7%	Shares	Sole	2024-11-05
2024-06-30	$4,797,593	48,319	-0.0%	Shares	Sole	2024-08-05
2024-03-31	$5,914,148	48,334	+16.7%	Shares	Sole	2024-04-17
2023-12-31	$3,741,166	41,435	+7.8%	Shares	Sole	2024-01-11
2023-09-30	$3,115,886	38,444	+4.8%	Shares	Sole	2023-10-25
2023-06-30	$3,276,576	36,700	-8.0%	Shares	Sole	2023-07-31
2023-03-31	$3,995,587	39,904	-0.7%	Shares	Sole	2023-04-28
2022-12-31	$3,490,317	40,174	+2.7%	Shares	Sole	2023-01-27
2022-09-30	$3,689,529	39,113	-3.1%	Shares	Sole	2022-10-20
2022-06-30	$3,809,700	40,357	+19.6%	Shares	Sole	2022-08-03
2022-03-31	$4,627,915	33,741	+60.1%	Shares	Sole	2022-04-27
2021-12-31	$3,264,616	21,077	+5.0%	Shares	Sole	2022-01-19
2021-09-30	$3,395,241	20,070	-0.2%	Shares	Sole	2021-11-17
2021-06-30	$3,535,613	20,115	+2.3%	Shares	Sole	2021-07-20
2021-03-31	$3,628,401	19,664	-0.2%	Shares	Sole	2021-05-19
2020-12-31	$3,568,158	19,694	-0.1%	Shares	Sole	2021-03-05
2020-09-30	$2,445,989	19,713	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.