Portside Wealth Group, LLC

Position in DIS — Walt Disney Co

CIK 1978608 Provo, UT

Position in DIS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,378,086

+$134,611 QoQ

Shares Held

35,097

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#836

of 2,920 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $9,861,828 across 6 Entertainment names. DIS ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	72,435	$5,171,858
2	DIS	Walt Disney Co This page	35,097	$3,378,086
3	IMAX	Imax Corp	15,711	$626,240
4	ROKU	Roku, Inc	3,387	$467,880
5	TKO	TKO Group Holdings, Inc.	1,025	$206,341
6	FOXA	Fox Corp	219	$11,423

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,378,086	35,097	+4.3%	Shares	Other	2026-07-14
2026-03-31	$3,243,475	33,653	+4.4%	Shares	Other	2026-05-12
2025-12-31	$3,668,285	32,243	+6.1%	Shares	Sole	2026-01-21
2025-09-30	$3,477,937	30,375	-8.6%	Shares	Sole	2025-11-05
2025-06-30	$4,120,356	33,226	-2.8%	Shares	Other	2025-08-11
2025-03-31	$3,374,158	34,186	+4.8%	Shares	Other	2025-04-14
2024-12-31	$3,633,127	32,628	+3.5%	Shares	Other	2025-04-14
2024-09-30	$3,032,485	31,526	+27.8%	Shares	Sole	2024-10-31
2024-06-30	$2,449,980	24,675	-3.0%	Shares	Other	2024-07-18
2024-03-31	$3,113,450	25,445	+3.0%	Shares	Other	2024-04-17
2023-12-31	$2,230,072	24,699	-3.1%	Shares	Other	2024-01-16
2023-09-30	$2,065,721	25,487	+7.7%	Shares	Other	2023-10-27
2023-06-30	$2,113,525	23,673	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.