BAKER TILLY WEALTH MANAGEMENT, LLC

Position in DIS — Walt Disney Co

CIK 1840565 MADISON, WI

Position in DIS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,446,541

-$84,551 QoQ

Shares Held

15,029

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,214

of 2,923 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,437,768 across 3 Entertainment names. DIS ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	30,020	$2,143,428
2	DIS	Walt Disney Co This page	15,029	$1,446,541
3	LYV	Live Nation Entertainment, Inc.	4,630	$847,799

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,446,541	15,029	-5.4%	Shares	Sole	2026-07-17
2026-03-31	$1,531,092	15,886	-0.4%	Shares	Sole	2026-04-10
2025-12-31	$1,814,290	15,947	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$1,824,328	15,933	+1.2%	Shares	Sole	2025-10-09
2025-06-30	$1,952,661	15,746	+0.9%	Shares	Sole	2025-07-10
2025-03-31	$1,539,818	15,601	+5.4%	Shares	Sole	2025-04-09
2024-12-31	$1,648,425	14,804	+7.6%	Shares	Sole	2025-01-10
2024-09-30	$1,323,382	13,758	-2.5%	Shares	Sole	2024-10-24
2024-06-30	$1,400,584	14,106	-56.0%	Shares	Sole	2024-07-18
2024-03-31	$3,921,026	32,045	+4.1%	Shares	Sole	2024-05-09
2023-12-31	$2,779,848	30,788	-9.7%	Shares	Sole	2024-01-10
2023-09-30	$2,763,156	34,092	-43.2%	Shares	Sole	2023-10-10
2023-06-30	$5,361,442	60,052	+4.8%	Shares	Sole	2023-07-20
2023-03-31	$5,737,649	57,302	+13.2%	Shares	Sole	2023-04-12
2022-12-31	$4,396,823	50,608	-2.8%	Shares	Sole	2023-01-26
2022-09-30	$4,912,140	52,074	-2.4%	Shares	Sole	2022-10-20
2022-06-30	$5,036,051	53,348	+35.0%	Shares	Sole	2022-07-28
2022-03-31	$5,420,700	39,521	+16.7%	Shares	Sole	2022-04-27
2021-12-31	$5,245,194	33,864	+17.8%	Shares	Sole	2022-02-08
2021-09-30	$4,862,960	28,746	+20.6%	Shares	Sole	2021-11-02
2021-06-30	$4,189,302	23,834	+16.1%	Shares	Sole	2021-07-30
2021-03-31	$3,787,642	20,527	+93.1%	Shares	Sole	2021-04-28
2020-12-31	$1,925,581	10,628	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.