SAX WEALTH ADVISORS, LLC

Position in DIS — Walt Disney Co

CIK 1846150 PARSIPPANY, NJ

Position in DIS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$786,747

+$10,214 QoQ

Shares Held

8,174

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,542

of 2,924 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Communication Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $3,877,561 across 3 Entertainment names. DIS ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	34,523	$2,464,942
2	DIS	Walt Disney Co This page	8,174	$786,747
3	TKO	TKO Group Holdings, Inc.	3,109	$625,872

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$786,747	8,174	+1.5%	Shares	Sole	2026-07-09
2026-03-31	$776,533	8,057	-28.7%	Shares	Sole	2026-04-08
2025-12-31	$1,285,145	11,296	+16.9%	Shares	Sole	2026-01-12
2025-09-30	$1,106,642	9,665	-1.5%	Shares	Sole	2025-10-20
2025-06-30	$1,216,414	9,809	+12.2%	Shares	Sole	2025-07-23
2025-03-31	$863,131	8,745	+12.2%	Shares	Sole	2025-05-14
2024-12-31	$867,527	7,791	-10.6%	Shares	Sole	2025-01-15
2024-09-30	$838,199	8,714	+4.8%	Shares	Sole	2024-10-17
2024-06-30	$825,695	8,316	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$1,014,242	8,289	+4.3%	Shares	Sole	2024-05-14
2023-12-31	$717,805	7,950	+62.1%	Shares	Sole	2024-02-14
2023-09-30	$397,550	4,905	-0.4%	Shares	Sole	2023-11-07
2023-06-30	$439,882	4,927	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$494,542	4,939	+0.8%	Shares	Sole	2023-05-05
2022-12-31	$425,625	4,899	+1.0%	Shares	Sole	2023-02-06
2022-09-30	$457,406	4,849	-58.1%	Shares	Sole	2022-11-08
2022-06-30	$1,093,718	11,586	+0.6%	Shares	Sole	2022-08-11
2022-03-31	$1,580,357	11,522	-22.0%	Shares	Sole	2022-08-11
2021-12-31	$2,289,274	14,780	+5.3%	Shares	Sole	2022-02-07
2021-09-30	$2,373,455	14,030	+2.6%	Shares	Sole	2021-12-10
2021-06-30	$2,403,303	13,673	+1.0%	Shares	Sole	2021-08-12
2021-03-31	$2,497,293	13,534	+1.2%	Shares	Sole	2021-05-14
2020-12-31	$2,424,007	13,379	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.