Asset Planning,Inc

Position in DIS — Walt Disney Co

CIK 2048547 LOS ALAMITOS, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$241,876

-$34,252 QoQ

Shares Held

2,513

-12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,398

of 2,924 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Asset Planning,Inc holds $1,743,114 across 6 Entertainment names. DIS ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	20,720	$1,479,408
2	DIS	Walt Disney Co This page	2,513	$241,876
3	WBD	Warner Bros. Discovery, Inc.	559	$14,902
4	PSKY	Paramount Skydance Corp	404	$3,983
5	VSNT	Versant Media Group, Inc.	77	$2,772
6	NWSA	News Corp	7	$173

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,876	2,513	-12.3%	Shares	Sole	2026-07-27
2026-03-31	$276,128	2,865	-7.8%	Shares	Sole	2026-04-23
2025-12-31	$353,710	3,109	-8.9%	Shares	Sole	2026-02-03
2025-09-30	$390,903	3,414	-2.6%	Shares	Sole	2025-10-23
2025-06-30	$434,779	3,506	-4.2%	Shares	Sole	2025-07-25
2025-03-31	$361,143	3,659	-2.4%	Shares	Sole	2025-05-08
2024-12-31	$417,339	3,748	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.