Position in FOXA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,766
-$215,664 QoQ
Shares Held
379
-91.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 804 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOXA Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,925,421 across 31 Entertainment names. FOXA ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
62,835 | $4,486,414 | |
| 2 | DIS |
Walt Disney Co
|
8,653 | $832,847 | |
| 3 | NWSA |
News Corp
|
10,840 | $269,152 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
8,384 | $223,514 | |
| 5 | ROKU |
Roku, Inc
|
1,518 | $209,692 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
855 | $172,115 | |
| 7 | LYV |
Live Nation Entertainment, Inc.
|
752 | $137,694 | |
| 8 | VSNT |
Versant Media Group, Inc.
|
3,383 | $121,819 |
All Filings in FOXA
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,766 | 379 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 FOX | $150,695 | 2,838 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $84,735 | 1,451 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 FOX | $144,465 | 2,225 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $87,679 | 1,200 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 FOX | $142,822 | 2,493 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $83,489 | 1,324 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 FOX | $118,747 | 2,300 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $76,661 | 1,368 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FOX | $52,656 | 999 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $20,035 | 354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FOX | $40,662 | 889 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $32,304 | 665 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FOX | $36,625 | 944 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $34,286 | 810 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 FOX | $25,070 | 783 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $36,534 | 1,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FOX | $18,743 | 655 | Shares | Sole | 2024-06-11 | |
| 2024-03-31 | $31,987 | 1,023 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 FOX | $4,284 | 155 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $30,202 | 1,018 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FOX | $3,031 | 105 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $52,665 | 1,688 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 FOX | $3,347 | 105 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $63,954 | 1,881 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 FOX | $3,725 | 119 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $74,875 | 2,199 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 FOX | $12,032 | 423 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $56,972 | 1,876 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 FOX | $17,043 | 598 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $137,014 | 4,466 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 FOX | $59,962 | 2,019 | Shares | Sole | 2022-08-01 | |
| 2022-06-30 | $61,392 | 1,909 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 FOX | $3,373 | 93 | Shares | Sole | 2022-05-25 | |
| 2022-03-31 | $76,611 | 1,942 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 FOX | $3,563 | 104 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $82,322 | 2,231 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||