Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

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DIS holding history

Walt Disney Co in every 13F filed by Private Wealth Partners, 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): 64,375
Value: $6.20M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	64,375	$6.20M	0.4%	−16,165−20.1%	Reduced	Holders
Q1 2026	80,540	$7.76M	0.6%	−237−0.3%	Reduced	Holders
Q4 2025	80,777	$9.19M	0.7%	+7,549+10.3%	Added	Holders
Q3 2025	73,228	$8.38M	0.6%	−851−1.1%	Reduced	Holders
Q2 2025	74,079	$9.19M	0.7%	−14,254−16.1%	Reduced	Holders
Q1 2025	88,333	$8.72M	0.7%	−15,983−15.3%	Reduced	Holders
Q4 2024	104,316	$11.6M	0.9%	+4,057+4.0%	Added	Holders
Q3 2024	100,259	$9.64M	0.8%	+9,604+10.6%	Added	Holders
Q2 2024	90,655	$9.00M	0.7%	+54,552+151.1%	Added	Holders
Q1 2024	36,103	$4.42M	0.4%	−470−1.3%	Reduced	Holders
Q4 2023	36,573	$3.30M	0.3%	+5,620+18.2%	Added	Holders
Q3 2023	30,953	$2.51M	0.2%	−72,726−70.1%	Reduced	Holders
Q2 2023	103,679	$9.26M	0.9%	−1,402−1.3%	Reduced	Holders
Q1 2023	105,081	$10.5M	1.1%	−5,515−5.0%	Reduced	Holders
Q4 2022	110,596	$9.61M	1.1%	+22,750+25.9%	Added	Holders
Q3 2022	87,846	$8.29M	1.1%	−35,823−29.0%	Reduced	Holders
Q2 2022	123,669	$11.7M	1.4%	−15,238−11.0%	Reduced	Holders
Q1 2022	138,907	$19.1M	1.7%	+15,391+12.5%	Added	Holders
Q4 2021	123,516	$19.1M	1.6%	+453+0.4%	Added	Holders
Q3 2021	123,063	$20.8M	1.9%	+18,950+18.2%	Added	Holders
Q2 2021	104,113	$18.3M	1.7%	+34,471+49.5%	Added	Holders
Q1 2021	69,642	$12.8M	1.4%	–	–	Holders

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