Abound Wealth Management

Position in DIS — Walt Disney Co

CIK 1950323 FRANKLIN, TN

Position in DIS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$29,741

-$22,786 QoQ

Shares Held

309

-43.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,772

of 2,924 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Abound Wealth Management holds $407,391 across 11 Entertainment names. DIS ranks #2 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	4,776	$341,006
2	DIS	Walt Disney Co This page	309	$29,741
3	SIRI	Sirius Xm Holdings Inc.	810	$23,927
4	WBD	Warner Bros. Discovery, Inc.	292	$7,784
5	FOXA	Fox Corp	33	$1,721
6	VSNT	Versant Media Group, Inc.	23	$828
7	LYV	Live Nation Entertainment, Inc.	4	$732
8	ROKU	Roku, Inc	5	$690

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,741	309	-43.3%	Shares	Sole	2026-07-10
2026-03-31	$52,527	545	+6.4%	Shares	Sole	2026-04-10
2025-12-31	$58,250	512	-45.5%	Shares	Sole	2026-01-12
2025-09-30	$107,630	940	+29.5%	Shares	Sole	2025-10-10
2025-06-30	$90,031	726	-11.4%	Shares	Sole	2025-07-14
2025-03-31	$80,835	819	+7.2%	Shares	Sole	2025-04-17
2024-12-31	$85,071	764	+10.1%	Shares	Sole	2025-01-13
2024-09-30	$66,755	694	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$68,807	693	-3.6%	Shares	Sole	2024-08-09
2024-03-31	$87,976	719	+8.6%	Shares	Sole	2024-08-08
2023-12-31	$59,771	662	+0.5%	Shares	Sole	2024-08-08
2023-09-30	$53,411	659	-8.5%	Shares	Sole	2024-08-08
2023-06-30	$64,281	720	-6.9%	Shares	Sole	2024-08-08
2023-03-31	$77,400	773	+22.3%	Shares	Sole	2024-08-07
2022-12-31	$54,908	632	-36.3%	Shares	Sole	2024-08-07
2022-09-30	$93,575	992	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.