Montgomery Financial Services LLC

Position in DIS — Walt Disney Co

CIK 2149844 OCEAN CITY, MD

Position in DIS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,737

New position

Shares Held

70

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,873

of 2,924 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Montgomery Financial Services LLC holds $10,029 across 4 Entertainment names. DIS ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	70	$6,737
2	PSKY	Paramount Skydance Corp	177	$1,745
3	WBD	Warner Bros. Discovery, Inc.	54	$1,439
4	VSNT	Versant Media Group, Inc.	3	$108

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,737	70	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.