PlanVest Financial, Inc

Position in SIRI — Sirius Xm Holdings Inc.

CIK 2135239 GAITHERSBURG, MD

Position in SIRI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$129,916

+$29,103 QoQ

Shares Held

4,398

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#388

of 590 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $305,890 across 6 Entertainment names. SIRI ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SIRI	Sirius Xm Holdings Inc. This page	4,398	$129,916
2	NFLX	Netflix Inc	1,121	$80,039
3	DIS	Walt Disney Co	629	$60,541
4	WBD	Warner Bros. Discovery, Inc.	1,295	$34,524
5	VSNT	Versant Media Group, Inc.	14	$504
6	LYV	Live Nation Entertainment, Inc.	2	$366

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,916	4,398	+0.7%	Shares	Sole	2026-08-10
2026-03-31	$100,813	4,368	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.