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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

DIS holding history

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

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
10,363
Value
$997.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,363$997.4K0.1%+1,139+12.3%AddedHolders
Q1 20269,224$889.0K0.1%+654+7.6%AddedHolders
Q4 20258,570$975.0K0.1%−788−8.4%ReducedHolders
Q3 20259,358$1.07M0.1%−87−0.9%ReducedHolders
Q2 20259,445$1.17M0.1%+810+9.4%AddedHolders
Q1 20258,635$852.3K0.1%+1,160+15.5%AddedHolders
Q4 20247,475$832.3K0.1%+1,046+16.3%AddedHolders
Q3 20246,429$618.4K0.1%−416−6.1%ReducedHolders
Q2 20246,845$679.6K0.1%−70−1.0%ReducedHolders
Q1 20246,915$846.1K0.1%+407+6.3%AddedHolders
Q4 20236,508$587.6K0.1%+1,299+24.9%AddedHolders
Q3 20235,209$422.2K0.1%−920−15.0%ReducedHolders
Q2 20236,129$547.2K0.1%−1,496−19.6%ReducedHolders
Q1 20237,625$763.5K0.1%+2,282+42.7%AddedHolders
Q4 20225,343$464.2K0.1%−1,064−16.6%ReducedHolders
Q3 20226,407$604.0K0.1%+689+12.0%AddedHolders
Q2 20225,718$540.0K0.1%−478−7.7%ReducedHolders
Q1 20226,196$850.0K0.1%+1,075+21.0%AddedHolders
Q4 20215,121$793.0K0.2%−1,107−17.8%ReducedHolders
Q3 20216,228$1.05M0.2%+502+8.8%AddedHolders
Q2 20215,726$1.01M0.2%+641+12.6%AddedHolders
Q1 20215,085$938.0K0.3%––Holders

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