ELEVATION WEALTH PARTNERS, LLC

Position in DIS — Walt Disney Co

CIK 1976256 WALNUT CREEK, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$262,088

+$995 QoQ

Shares Held

2,723

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,348

of 2,924 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $469,588 across 13 Entertainment names. DIS ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	2,723	$262,088
2	NWSA	News Corp	2,032	$50,454
3	ROKU	Roku, Inc	318	$43,928
4	NFLX	Netflix Inc	451	$32,201
5	WBD	Warner Bros. Discovery, Inc.	1,009	$26,899
6	MSGS	Madison Square Garden Sports Corp.	45	$18,082
7	LYV	Live Nation Entertainment, Inc.	70	$12,817
8	SIRI	Sirius Xm Holdings Inc.	308	$9,098

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,088	2,723	+0.5%	Shares	Sole	2026-07-08
2026-03-31	$261,093	2,709	+1.8%	Shares	Sole	2026-04-14
2025-12-31	$302,628	2,660	-5.5%	Shares	Sole	2026-01-09
2025-09-30	$322,432	2,816	+4.7%	Shares	Sole	2025-10-14
2025-06-30	$333,462	2,689	0.0%	Shares	Sole	2025-07-08
2025-03-31	$265,404	2,689	+0.6%	Shares	Sole	2025-04-09
2024-12-31	$297,638	2,673	0.0%	Shares	Sole	2025-01-29
2024-09-30	$257,115	2,673	-4.6%	Shares	Sole	2024-10-04
2024-06-30	$278,309	2,803	+1.2%	Shares	Sole	2024-07-09
2024-03-31	$338,814	2,769	-27.5%	Shares	Sole	2024-04-19
2023-12-31	$344,907	3,820	+770.2%	Shares	Sole	2024-01-17
2023-09-30	$35,580	439	0.0%	Shares	Sole	2023-10-10
2023-06-30	$39,193	439	-57.7%	Shares	Sole	2023-07-06
2023-03-31	$104,035	1,039	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.