United Financial Planning Group LLC

Position in DIS — Walt Disney Co

CIK 2088337 HAUPPAUGE, NY

Position in DIS

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

Position Value

$43,601

-$5,070 QoQ

Shares Held

453

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,736

of 2,924 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

United Financial Planning Group LLC holds $115,000 across 6 Entertainment names. DIS ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	453	$43,601
2	NFLX	Netflix Inc	540	$38,556
3	TKO	TKO Group Holdings, Inc.	84	$16,910
4	WBD	Warner Bros. Discovery, Inc.	365	$9,730
5	LYV	Live Nation Entertainment, Inc.	27	$4,943
6	VSNT	Versant Media Group, Inc.	35	$1,260

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,601	453	-10.3%	Shares	Sole	2026-08-06
2026-03-31	$48,671	505	+12.5%	Shares	Sole	2026-05-08
2025-12-31	$51,082	449	+14.0%	Shares	Sole	2026-02-11
2025-09-30	$45,113	394	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.