Position in DIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$231,577
+$2,386 QoQ
Shares Held
2,406
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,398
of 2,880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $589,851 across 12 Entertainment names. DIS ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
2,406 | $231,577 | |
| 2 | LYV |
Live Nation Entertainment, Inc.
|
602 | $110,232 | |
| 3 | NFLX |
Netflix Inc
|
1,465 | $104,601 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
2,169 | $57,825 | |
| 5 | IMAX |
Imax Corp
|
1,450 | $57,797 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
410 | $14,764 | |
| 7 | PSKY |
Paramount Skydance Corp
|
589 | $5,807 | |
| 8 | SIRI |
Sirius Xm Holdings Inc.
|
131 | $3,869 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,577 | 2,406 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $229,191 | 2,378 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $255,186 | 2,243 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $244,801 | 2,138 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $267,365 | 2,156 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $229,181 | 2,322 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $271,471 | 2,438 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $229,509 | 2,386 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $302,933 | 3,051 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $341,751 | 2,793 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $736,314 | 8,155 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $236,909 | 2,923 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,910 | 3,124 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $364,573 | 3,641 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $294,696 | 3,392 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $341,757 | 3,623 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $332,476 | 3,522 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $487,329 | 3,553 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $505,870 | 3,266 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $728,446 | 4,306 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $789,207 | 4,490 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $816,685 | 4,426 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $749,360 | 4,136 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $507,114 | 4,087 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $469,680 | 4,212 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $150,985 | 1,563 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||