Compound Planning, Inc.

Position in DIS — Walt Disney Co

CIK 1978879 NEW YORK, NY

Position in DIS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,993,663

+$112,384 QoQ

Shares Held

31,103

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#894

of 2,924 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Communication Services · as of Jun 30, 2026

Compound Planning, Inc. holds $11,052,880 across 8 Entertainment names. DIS ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	73,984	$5,282,457
2	DIS	Walt Disney Co This page	31,103	$2,993,663
3	ROKU	Roku, Inc	5,842	$807,012
4	WBD	Warner Bros. Discovery, Inc.	29,769	$793,641
5	FOXA	Fox Corp	8,374	$436,787
6	NWSA	News Corp	11,585	$287,654
7	LYV	Live Nation Entertainment, Inc.	1,276	$233,648
8	TKO	TKO Group Holdings, Inc.	1,083	$218,018

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,993,663	31,103	+4.0%	Shares	Sole	2026-08-04
2026-03-31	$2,881,279	29,895	-11.1%	Shares	Other	2026-05-14
2025-12-31	$3,824,947	33,620	-0.0%	Shares	Sole	2026-02-19
2025-09-30	$3,850,177	33,626	+12.6%	Shares	Sole	2025-11-10
2025-06-30	$3,701,946	29,852	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$2,955,768	29,947	-0.0%	Shares	Sole	2025-05-14
2024-12-31	$3,335,266	29,953	+18.3%	Shares	Sole	2025-01-17
2024-09-30	$2,435,049	25,315	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$2,512,334	25,303	+14.6%	Shares	Sole	2024-07-26
2024-03-31	$2,702,442	22,086	+31.1%	Shares	Sole	2024-05-07
2023-12-31	$1,520,664	16,842	+44.6%	Shares	Sole	2024-02-08
2023-09-30	$944,151	11,649	-0.9%	Shares	Sole	2023-11-09
2023-06-30	$1,049,664	11,757	+51.4%	Shares	Sole	2023-08-03
2023-03-31	$777,809	7,768	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.