Position in IQ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$509
-$141 QoQ
Shares Held
490
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 127 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQ 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. IQ ranks #28 (0.0% 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 IQ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509 | 490 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $650 | 482 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $742 | 387 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $616 | 241 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $426 | 241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $582 | 258 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $536 | 267 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,990 | 696 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,496 | 408 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33 | 8 | Shares | Sole | 2024-06-11 | |
| 2023-06-30 | $90 | 17 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $123 | 17 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $1,760 | 386 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||