Patten & Patten Inc

SEC CIK: 0001044905
Latest filing: Aug 5, 2026

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DIS holding history

Walt Disney Co in every 13F filed by Patten & Patten Inc, 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): 10,932
Value: $1.05M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Patten & Patten Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,932	$1.05M	0.1%	−430−3.8%	Reduced	Holders
Q1 2026	11,362	$1.10M	0.1%	+1,185+11.6%	Added	Holders
Q4 2025	10,177	$1.16M	0.1%	−157−1.5%	Reduced	Holders
Q3 2025	10,334	$1.18M	0.1%	−50−0.5%	Reduced	Holders
Q2 2025	10,384	$1.29M	0.1%	−4,454−30.0%	Reduced	Holders
Q1 2025	14,838	$1.46M	0.1%	−934−5.9%	Reduced	Holders
Q4 2024	15,772	$1.76M	0.1%	−526−3.2%	Reduced	Holders
Q3 2024	16,298	$1.57M	0.1%	−9,223−36.1%	Reduced	Holders
Q2 2024	25,521	$2.53M	0.2%	−504−1.9%	Reduced	Holders
Q1 2024	26,025	$3.18M	0.2%	+1,321+5.3%	Added	Holders
Q4 2023	24,704	$2.23M	0.2%	−2,672−9.8%	Reduced	Holders
Q3 2023	27,376	$2.22M	0.2%	−4,750−14.8%	Reduced	Holders
Q2 2023	32,126	$2.87M	0.2%	−4,424−12.1%	Reduced	Holders
Q1 2023	36,550	$3.66M	0.3%	−3,889−9.6%	Reduced	Holders
Q4 2022	40,439	$3.51M	0.3%	−8,737−17.8%	Reduced	Holders
Q3 2022	49,176	$4.64M	0.4%	−1,990−3.9%	Reduced	Holders
Q2 2022	51,166	$4.83M	0.4%	−1,555−2.9%	Reduced	Holders
Q1 2022	52,721	$7.23M	0.5%	+3,175+6.4%	Added	Holders
Q4 2021	49,546	$7.67M	0.5%	+5,690+13.0%	Added	Holders
Q3 2021	43,856	$7.42M	0.6%	+272+0.6%	Added	Holders
Q2 2021	43,584	$7.66M	0.6%	−80−0.2%	Reduced	Holders
Q1 2021	43,664	$8.06M	0.7%	–	–	Holders

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