Dogwood Wealth Management LLC

Position in DIS — Walt Disney Co

CIK 2056922 LENEXA, KS

Position in DIS

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$37,633

+$816 QoQ

Shares Held

391

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,744

of 2,920 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $188,214 across 6 Entertainment names. DIS ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	1,517	$108,313
2	DIS	Walt Disney Co This page	391	$37,633
3	WBD	Warner Bros. Discovery, Inc.	947	$25,247
4	SIRI	Sirius Xm Holdings Inc.	423	$12,495
5	ROKU	Roku, Inc	24	$3,315
6	SPHR	Sphere Entertainment Co.	7	$1,211

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,633	391	+2.4%	Shares	Sole	2026-07-06
2026-03-31	$36,817	382	+5.5%	Shares	Sole	2026-05-12
2025-12-31	$41,184	362	+29.7%	Shares	Sole	2026-02-04
2025-09-30	$31,945	279	-31.8%	Shares	Sole	2025-11-12
2025-06-30	$50,720	409	-35.2%	Shares	Sole	2025-07-18
2025-03-31	$62,279	631	+22.5%	Shares	Sole	2025-04-30
2024-12-31	$57,345	515	+9.6%	Shares	Sole	2025-03-04
2024-09-30	$45,209	470	-0.2%	Shares	Sole	2025-02-28
2024-06-30	$46,765	471	-0.2%	Shares	Sole	2025-03-04
2024-03-31	$57,753	472	-1.9%	Shares	Sole	2025-02-28
2023-12-31	$43,429	481	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.