Position in FOXA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$32,339
-$12,471 QoQ
Shares Held
620
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#623
of 804 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FOXA Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026True Wealth Design, LLC holds $521,129 across 19 Entertainment names. FOXA ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
1,313 | $126,376 | |
| 2 | NWSA |
News Corp
|
4,135 | $102,672 | |
| 3 | ROKU |
Roku, Inc
|
601 | $83,022 | |
| 4 | SIRI |
Sirius Xm Holdings Inc.
|
1,642 | $48,504 | |
| 5 | NFLX |
Netflix Inc
|
613 | $43,768 | |
| 6 | FOXA |
Fox Corp
This page
|
620 | $32,339 | |
| 7 | LYV |
Live Nation Entertainment, Inc.
|
134 | $24,536 | |
| 8 | WBD |
Warner Bros. Discovery, Inc.
|
589 | $15,702 |
All Filings in FOXA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,339 | 620 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 FOX | $9,186 | 173 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $35,624 | 610 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 FOX | $8,830 | 136 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $43,695 | 598 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 FOX | $7,791 | 136 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $37,016 | 587 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 FOX | $6,402 | 124 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $13,281 | 237 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 FOX | $6,430 | 122 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $11,037 | 195 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FOX | $1,006 | 22 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $2,040 | 42 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FOX | $698 | 18 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $4,698 | 111 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FOX | $448 | 14 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $909,602 | 26,465 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FOX | $257 | 9 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $829,874 | 26,539 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FOX | $138 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $731,484 | 24,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FOX | $144 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $746,179 | 23,916 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FOX | $159 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $823,106 | 24,209 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FOX | $156 | 5 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $827,040 | 24,289 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 FOX | $142 | 5 | Shares | Sole | 2023-02-15 | |
| 2022-12-31 | $784,365 | 25,827 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||