Position in DIS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,739,270
-$944,673 QoQ
Shares Held
18,046
-23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,115,596 across 7 Entertainment names. DIS ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
42,246 | $4,061,948 | |
| 2 | DIS |
Walt Disney Co
This page
|
18,046 | $1,739,270 | |
| 3 | MSGS |
Madison Square Garden Sports Corp.
|
937 | $301,151 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
10,325 | $283,522 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
1,759 | $268,262 | |
| 6 | FOXA |
Fox Corp
|
4,656 | $247,231 | |
| 7 | CNK |
Cinemark Holdings, Inc.
|
7,511 | $214,212 |
All Filings in DIS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,739,270 | 18,046 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,683,943 | 23,591 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,289,539 | 19,996 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,503,635 | 20,189 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,590,350 | 16,113 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,164,213 | 82,301 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,753,970 | 80,611 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,809,752 | 78,656 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,435,912 | 77,116 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $6,926,415 | 76,713 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,831,061 | 71,944 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,323,702 | 70,830 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,611,782 | 76,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,553,529 | 75,432 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,065,881 | 74,906 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,956,052 | 73,687 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,678,619 | 143,472 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,042,705 | 142,312 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||