Unique Wealth Strategies, LLC

Position in DIS — Walt Disney Co

CIK 2009809 BURR RIDGE, IL

Position in DIS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,066,546

-$37,294 QoQ

Shares Held

11,081

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,368

of 2,924 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Unique Wealth Strategies, LLC holds $2,737,660 across 3 Entertainment names. DIS ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	15,398	$1,099,417
2	DIS	Walt Disney Co This page	11,081	$1,066,546
3	WBD	Warner Bros. Discovery, Inc.	21,444	$571,697

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,066,546	11,081	-3.2%	Shares	Sole	2026-07-15
2026-03-31	$1,103,840	11,453	-5.3%	Shares	Sole	2026-07-15
2025-12-31	$1,375,820	12,093	-6.1%	Shares	Sole	2026-07-14
2025-09-30	$1,474,073	12,874	-1.7%	Shares	Sole	2026-07-14
2025-06-30	$1,623,538	13,092	-13.5%	Shares	Sole	2026-07-14
2025-03-31	$1,493,627	15,133	-4.9%	Shares	Sole	2026-07-14
2024-12-31	$1,771,689	15,911	-0.7%	Shares	Sole	2026-07-14
2024-09-30	$1,541,252	16,023	+10.6%	Shares	Sole	2026-07-14
2024-06-30	$1,438,414	14,487	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,772,629	14,487	+1.6%	Shares	Sole	2024-04-26
2023-12-31	$1,287,986	14,265	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.