Position in DIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,027,613
+$2,250,711 QoQ
Shares Held
104,183
+29.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#486
of 2,924 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $26,361,228 across 6 Entertainment names. DIS ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
177,548 | $12,676,927 | |
| 2 | DIS |
Walt Disney Co
This page
|
104,183 | $10,027,613 | |
| 3 | ANGX |
Angel Studios, Inc.
|
700,712 | $2,571,613 | |
| 4 | MSGS |
Madison Square Garden Sports Corp.
|
1,173 | $471,358 | |
| 5 | MANU |
Manchester United plc
|
17,560 | $402,650 | |
| 6 | WBD |
Warner Bros. Discovery, Inc.
|
7,917 | $211,067 |
All Filings in DIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,027,613 | 104,183 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,776,902 | 80,690 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,176,193 | 45,497 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,016,016 | 43,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,040,403 | 48,709 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,428,076 | 44,864 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,272,165 | 38,367 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,299,518 | 23,906 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,254,379 | 22,705 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||