Alteri Wealth LLC

Position in DIS — Walt Disney Co

CIK 2054980 WESTLAKE VILLAGE, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,535,187

-$24,819 QoQ

Shares Held

15,950

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,185

of 2,924 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Alteri Wealth LLC holds $2,970,446 across 4 Entertainment names. DIS ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	15,950	$1,535,187
2	NFLX	Netflix Inc	9,310	$664,734
3	LYV	Live Nation Entertainment, Inc.	2,469	$452,098
4	WBD	Warner Bros. Discovery, Inc.	11,944	$318,427

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,535,187	15,950	-1.5%	Shares	Sole	2026-07-29
2026-03-31	$1,560,006	16,186	-7.7%	Shares	Sole	2026-05-06
2025-12-31	$1,994,615	17,532	+3.1%	Shares	Sole	2026-02-11
2025-09-30	$1,947,187	17,006	+6.9%	Shares	Sole	2025-11-10
2025-06-30	$1,973,123	15,911	+3.4%	Shares	Sole	2025-08-11
2025-03-31	$1,519,190	15,392	+10.4%	Shares	Sole	2025-05-07
2024-12-31	$1,551,773	13,936	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.