Marshall & Sterling Wealth Advisors Inc.

Position in DIS — Walt Disney Co

CIK 2056315 POUGHKEEPSIE, NY

Position in DIS

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

Position Value

$48,028

-$65 QoQ

Shares Held

499

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,725

of 2,924 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Communication Services · as of Jun 30, 2026

Marshall & Sterling Wealth Advisors Inc. holds $66,306 across 6 Entertainment names. DIS ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	499	$48,028
2	WBD	Warner Bros. Discovery, Inc.	440	$11,730
3	NFLX	Netflix Inc	60	$4,284
4	FOXA	Fox Corp	27	$1,408
5	NWSA	News Corp	20	$496
6	VSNT	Versant Media Group, Inc.	10	$360

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,028	499	0.0%	Shares	Sole	2026-07-21
2026-03-31	$48,093	499	+2.3%	Shares	Sole	2026-05-07
2025-12-31	$55,519	488	-14.8%	Shares	Sole	2026-02-10
2025-09-30	$65,607	573	-0.5%	Shares	Other	2025-11-10
2025-06-30	$71,427	576	+8.5%	Shares	Sole	2025-08-12
2025-03-31	$52,407	531	+19.6%	Shares	Sole	2025-05-15
2024-12-31	$49,439	444	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.