Confluence Wealth Services, Inc.

Position in DIS — Walt Disney Co

CIK 1910411 MCMURRAY, PA

Position in DIS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,194,077

+$226,037 QoQ

Shares Held

12,406

+23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,312

of 2,924 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $3,652,394 across 3 Entertainment names. DIS ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	30,858	$2,203,261
2	DIS	Walt Disney Co This page	12,406	$1,194,077
3	WBD	Warner Bros. Discovery, Inc.	9,567	$255,056

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,194,077	12,406	+23.5%	Shares	Sole	2026-07-22
2026-03-31	$968,040	10,044	-8.1%	Shares	Sole	2026-05-07
2025-12-31	$1,243,733	10,932	-7.7%	Shares	Sole	2026-01-28
2025-09-30	$1,355,680	11,840	+0.9%	Shares	Sole	2025-10-28
2025-06-30	$1,455,009	11,733	-2.3%	Shares	Sole	2025-07-22
2025-03-31	$1,184,992	12,006	-2.0%	Shares	Sole	2025-04-24
2024-12-31	$1,364,037	12,250	-4.3%	Shares	Sole	2025-01-27
2024-09-30	$1,231,424	12,802	+7.0%	Shares	Sole	2024-10-29
2024-06-30	$1,187,508	11,960	-1.3%	Shares	Sole	2024-07-31
2024-03-31	$1,482,880	12,119	+10.1%	Shares	Sole	2024-04-22
2023-12-31	$993,822	11,007	+0.2%	Shares	Sole	2024-01-25
2023-09-30	$890,658	10,989	-7.7%	Shares	Sole	2023-11-01
2023-06-30	$1,063,146	11,908	+7.1%	Shares	Sole	2023-08-01
2023-03-31	$1,112,844	11,114	-0.9%	Shares	Sole	2023-05-12
2022-12-31	$974,011	11,211	-35.5%	Shares	Sole	2023-02-10
2022-09-30	$1,638,512	17,370	-10.5%	Shares	Sole	2022-11-08
2022-06-30	$1,832,776	19,415	+28.6%	Shares	Sole	2022-08-15
2022-03-31	$2,070,841	15,098	+0.2%	Shares	Sole	2022-04-26
2021-12-31	$2,332,953	15,062	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.