Position in DIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$141,776
New position
Shares Held
1,473
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,604
of 2,920 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Entertainment
Communication Services · as of Jun 30, 2026Planning Strategies Inc. holds $208,550 across 10 Entertainment names. DIS ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
1,473 | $141,776 | |
| 2 | MSGS |
Madison Square Garden Sports Corp.
|
100 | $40,184 | |
| 3 | NFLX |
Netflix Inc
|
220 | $15,708 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
181 | $4,825 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
20 | $3,662 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
7 | $1,409 | |
| 7 | FOXA |
Fox Corp
|
12 | $625 | |
| 8 | ROKU |
Roku, Inc
|
2 | $276 |
All Filings in DIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,776 | 1,473 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||