Position in SPHR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,112
+$3,894 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 413 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPHR Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $493,468 across 9 Entertainment names. SPHR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
3,480 | $334,950 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
3,104 | $82,752 | |
| 3 | NFLX |
Netflix Inc
|
509 | $36,342 | |
| 4 | SIRI |
Sirius Xm Holdings Inc.
|
524 | $15,478 | |
| 5 | SPHR |
Sphere Entertainment Co.
This page
|
70 | $12,112 | |
| 6 | PSKY |
Paramount Skydance Corp
|
696 | $6,862 | |
| 7 | TKO |
TKO Group Holdings, Inc.
|
11 | $2,214 | |
| 8 | BATRA |
Atlanta Braves Holdings, Inc.
|
33 | $1,858 |
All Filings in SPHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,112 | 70 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,218 | 70 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,655 | 70 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||