Bernard Wealth Management Corp.

Position in DIS — Walt Disney Co

CIK 2056313 ROYAL OAK, MI

Position in DIS

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$120,216

-$8,451 QoQ

Shares Held

1,249

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,620

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

Bernard Wealth Management Corp. holds $249,400 across 5 Entertainment names. DIS ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	1,249	$120,216
2	NFLX	Netflix Inc	1,412	$100,816
3	TKO	TKO Group Holdings, Inc.	128	$25,767
4	ANGX	Angel Studios, Inc.	700	$2,569
5	AMC	Amc Entertainment Holdings, Inc.	17	$32

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,216	1,249	-6.4%	Shares	Sole	2026-08-21
2026-03-31	$128,667	1,335	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$152,451	1,340	-44.4%	Shares	Sole	2026-01-15
2025-09-30	$275,945	2,410	-12.5%	Shares	Sole	2025-10-14
2025-06-30	$341,523	2,754	-12.5%	Shares	Sole	2025-07-24
2025-03-31	$310,608	3,147	-56.0%	Shares	Sole	2025-04-16
2024-12-31	$796,375	7,152	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.