INDEPENDENT FINANCIAL GROUP, LLC

Position in DIS — Walt Disney Co

CIK 275484 SAN DIEGO, CA

Position in DIS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,664,488

-$231,249 QoQ

Shares Held

27,683

-7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#939

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $14,935,653 across 5 Entertainment names. DIS ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	128,141	$9,149,267
2	DIS	Walt Disney Co This page	27,683	$2,664,488
3	ROKU	Roku, Inc	15,719	$2,171,422
4	WBD	Warner Bros. Discovery, Inc.	28,076	$748,506
5	LYV	Live Nation Entertainment, Inc.	1,103	$201,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,664,488	27,683	-7.9%	Shares	Sole	2026-07-15
2026-03-31	$2,895,737	30,045	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$3,397,285	29,861	-8.5%	Shares	Sole	2026-05-15
2025-09-30	$3,734,875	32,619	-8.7%	Shares	Sole	2026-05-15
2025-06-30	$4,429,265	35,717	+0.3%	Shares	Sole	2026-05-15
2025-03-31	$3,515,990	35,623	-3.7%	Shares	Sole	2026-05-19
2024-12-31	$4,117,277	36,976	+15.6%	Shares	Sole	2026-06-12
2024-09-30	$3,076,252	31,981	-6.6%	Shares	Sole	2026-06-12
2024-06-30	$3,400,980	34,253	+0.8%	Shares	Sole	2026-06-12
2024-03-31	$4,158,771	33,988	-15.3%	Shares	Sole	2026-06-12
2023-12-31	$3,621,712	40,112	-0.5%	Shares	Sole	2026-06-12
2023-09-30	$3,267,287	40,312	+16.7%	Shares	Sole	2026-06-12
2023-06-30	$3,083,016	34,532	-4.3%	Shares	Sole	2026-06-12
2023-03-31	$3,611,789	36,071	+8.6%	Shares	Sole	2026-06-12
2022-12-31	$2,884,937	33,206	+9.2%	Shares	Sole	2026-06-15
2022-09-30	$2,868,480	30,409	-15.6%	Shares	Sole	2026-06-15
2022-06-30	$3,402,176	36,040	-9.5%	Shares	Sole	2026-06-12
2022-03-31	$5,461,848	39,821	+12.0%	Shares	Sole	2026-06-12
2021-12-31	$5,506,029	35,548	+17.3%	Shares	Sole	2026-06-15
2021-09-30	$5,128,219	30,314	+5.5%	Shares	Sole	2026-06-15
2021-06-30	$5,049,696	28,729	+1.3%	Shares	Sole	2026-06-15
2021-03-31	$5,231,142	28,350	+10.4%	Shares	Sole	2026-06-15
2020-12-31	$4,653,245	25,683	+9.5%	Shares	Sole	2026-06-15
2020-09-30	$2,909,676	23,450	-2.2%	Shares	Sole	2026-06-15
2020-06-30	$2,673,340	23,974	+20.0%	Shares	Sole	2026-06-15
2020-03-31	$1,930,551	19,985	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.