Synergy Financial Group, LTD

Position in DIS — Walt Disney Co

CIK 1905669 SAN RAMON, CA

Position in DIS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$939,207

-$1,461 QoQ

Shares Held

9,758

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,437

of 2,924 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Synergy Financial Group, LTD holds $3,745,358 across 3 Entertainment names. DIS ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	34,643	$2,473,510
2	DIS	Walt Disney Co This page	9,758	$939,207
3	ROKU	Roku, Inc	2,408	$332,641

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,207	9,758	-0.0%	Shares	Sole	2026-08-05
2026-03-31	$940,668	9,760	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$1,113,808	9,790	-1.9%	Shares	Sole	2026-02-17
2025-09-30	$1,142,595	9,979	-1.5%	Shares	Sole	2025-11-17
2025-06-30	$1,256,469	10,132	-1.8%	Shares	Sole	2025-08-15
2025-03-31	$1,018,386	10,318	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$1,152,917	10,354	-1.9%	Shares	Sole	2025-02-04
2024-09-30	$1,014,900	10,551	-0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,048,005	10,555	-4.0%	Shares	Sole	2024-08-13
2024-03-31	$1,344,736	10,990	-3.1%	Shares	Sole	2024-05-15
2023-12-31	$1,023,527	11,336	-3.4%	Shares	Sole	2024-02-15
2023-09-30	$951,608	11,741	-7.7%	Shares	Sole	2023-11-02
2023-06-30	$1,135,730	12,721	+15.0%	Shares	Sole	2023-08-16
2023-03-31	$1,107,337	11,059	+1.2%	Shares	Sole	2023-05-03
2022-12-31	$949,859	10,933	-14.0%	Shares	Sole	2023-02-03
2022-09-30	$1,199,783	12,719	0.0%	Shares	Sole	2022-11-01
2022-06-30	$1,200,673	12,719	-14.3%	Shares	Sole	2022-08-04
2022-03-31	$2,036,551	14,848	+7.8%	Shares	Sole	2022-08-03
2021-12-31	$2,132,835	13,770	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.