Position in NWSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$393,505
New position
Shares Held
15,848
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 663 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Entertainment
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $53,687,138 across 9 Entertainment names. NWSA ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
567,187 | $40,497,151 | |
| 2 | DIS |
Walt Disney Co
|
87,040 | $8,377,600 | |
| 3 | ROKU |
Roku, Inc
|
11,628 | $1,606,291 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
50,880 | $1,356,460 | |
| 5 | CNK |
Cinemark Holdings, Inc.
|
14,160 | $449,296 | |
| 6 | MSGS |
Madison Square Garden Sports Corp.
|
1,038 | $417,109 | |
| 7 | NWSA |
News Corp
This page
|
15,848 | $393,505 | |
| 8 | MSGE |
Madison Square Garden Entertainment Corp.
|
4,546 | $367,725 |
All Filings in NWSA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,505 | 15,848 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||