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Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

DIS holding history

Walt Disney Co in every 13F filed by Veritable, L.P., 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 Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of DIS by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−79,773−100.0%Sold outHolders
Q2 202379,773$7.12M0.1%−2,229−2.7%ReducedHolders
Q1 202382,002$8.21M0.1%+338+0.4%AddedHolders
Q4 202281,664$7.09M0.1%−5,205−6.0%ReducedHolders
Q3 202286,869$8.19M0.2%−6,491−7.0%ReducedHolders
Q2 202293,360$8.81M0.2%+3,881+4.3%AddedHolders
Q1 202289,479$12.3M0.2%+2,061+2.4%AddedHolders
Q4 202187,418$13.5M0.2%+642+0.7%AddedHolders
Q3 202186,776$14.7M0.2%−127−0.1%ReducedHolders
Q2 202186,903$15.3M0.2%+5,809+7.2%AddedHolders
Q1 202181,094$15.0M0.3%––Holders

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