Position in DIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,184,163
-$869,983 QoQ
Shares Held
12,303
-42.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,318
of 2,924 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Spire Wealth Management holds $14,454,298 across 14 Entertainment names. DIS ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
177,664 | $12,685,209 | |
| 2 | DIS |
Walt Disney Co
This page
|
12,303 | $1,184,163 | |
| 3 | FOXA |
Fox Corp
|
7,106 | $370,648 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
2,644 | $70,489 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
249 | $45,594 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
148 | $29,793 | |
| 7 | SIRI |
Sirius Xm Holdings Inc.
|
863 | $25,493 | |
| 8 | BATRA |
Atlanta Braves Holdings, Inc.
|
185 | $10,417 |
All Filings in DIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,163 | 12,303 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,054,146 | 21,313 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,480,186 | 21,800 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,443,387 | 12,606 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,463,971 | 27,933 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,157,314 | 31,989 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,626,558 | 32,569 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,117,806 | 32,413 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,489,050 | 35,140 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,564,198 | 45,474 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,136,184 | 45,810 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,964,884 | 48,919 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,320,348 | 48,391 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,219,276 | 52,125 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,324,636 | 38,267 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,740,939 | 39,658 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,317,174 | 56,326 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,290,669 | 67,736 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $12,431,936 | 80,263 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $22,763,515 | 134,560 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,621,071 | 128,697 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $23,668,564 | 128,271 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||