Independent Financial Group, LLC

SEC CIK: 0000275484
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Independent Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 27,683
Value: $2.66M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Independent Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,683	$2.66M	<0.1%	−2,362−7.9%	Reduced	Holders
Q1 2026	30,045	$2.90M	0.1%	+184+0.6%	Added	Holders
Q4 2025	29,861	$3.40M	0.1%	−2,758−8.5%	Reduced	Holders
Q3 2025	32,619	$3.74M	0.1%	−3,098−8.7%	Reduced	Holders
Q2 2025	35,717	$4.43M	0.1%	+94+0.3%	Added	Holders
Q1 2025	35,623	$3.52M	0.1%	−1,353−3.7%	Reduced	Holders
Q4 2024	36,976	$4.12M	0.1%	+4,995+15.6%	Added	Holders
Q3 2024	31,981	$3.08M	0.1%	−2,272−6.6%	Reduced	Holders
Q2 2024	34,253	$3.40M	0.1%	+265+0.8%	Added	Holders
Q1 2024	33,988	$4.16M	0.2%	−6,124−15.3%	Reduced	Holders
Q4 2023	40,112	$3.62M	0.2%	−200−0.5%	Reduced	Holders
Q3 2023	40,312	$3.27M	0.2%	+5,780+16.7%	Added	Holders
Q2 2023	34,532	$3.08M	0.2%	−1,539−4.3%	Reduced	Holders
Q1 2023	36,071	$3.61M	0.3%	+2,865+8.6%	Added	Holders
Q4 2022	33,206	$2.89M	0.2%	+2,797+9.2%	Added	Holders
Q3 2022	30,409	$2.87M	0.3%	−5,631−15.6%	Reduced	Holders
Q2 2022	36,040	$3.40M	0.4%	−3,781−9.5%	Reduced	Holders
Q1 2022	39,821	$5.46M	0.4%	+4,273+12.0%	Added	Holders
Q4 2021	35,548	$5.51M	0.5%	+5,234+17.3%	Added	Holders
Q3 2021	30,314	$5.13M	0.5%	+1,585+5.5%	Added	Holders
Q2 2021	28,729	$5.05M	0.5%	+379+1.3%	Added	Holders
Q1 2021	28,350	$5.23M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.