Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Creative Planning, 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): 811,058
Value: $78.1M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	811,058	$78.1M	<0.1%	+122,395+17.8%	Added	Holders
Q1 2026	688,663	$66.4M	<0.1%	−25,548−3.6%	Reduced	Holders
Q4 2025	714,211	$81.3M	0.1%	+38,056+5.6%	Added	Holders
Q3 2025	676,155	$77.4M	0.1%	+41,224+6.5%	Added	Holders
Q2 2025	634,931	$78.7M	0.1%	−8,101−1.3%	Reduced	Holders
Q1 2025	643,032	$63.5M	0.1%	+38,615+6.4%	Added	Holders
Q4 2024	604,417	$67.3M	0.1%	−51,295−7.8%	Reduced	Holders
Q3 2024	655,712	$59.8M	0.1%	+41,272+6.7%	Added	Holders
Q2 2024	614,440	$61.0M	0.1%	−10,346−1.7%	Reduced	Holders
Q1 2024	624,786	$76.4M	0.1%	+16,568+2.7%	Added	Holders
Q4 2023	608,218	$54.9M	0.1%	−27,828−4.4%	Reduced	Holders
Q3 2023	636,046	$51.6M	0.1%	+116,400+22.4%	Added	Holders
Q2 2023	519,646	$46.4M	0.1%	−21,117−3.9%	Reduced	Holders
Q1 2023	540,763	$54.1M	0.1%	−3,740−0.7%	Reduced	Holders
Q4 2022	544,503	$47.3M	0.1%	+59,160+12.2%	Added	Holders
Q3 2022	485,343	$45.8M	0.1%	−60,969−11.2%	Reduced	Holders
Q2 2022	546,312	$51.6M	0.1%	+113,047+26.1%	Added	Holders
Q1 2022	433,265	$59.4M	0.1%	+72,264+20.0%	Added	Holders
Q4 2021	361,001	$55.9M	0.1%	+10,831+3.1%	Added	Holders
Q3 2021	350,170	$59.2M	0.1%	+12,687+3.8%	Added	Holders
Q2 2021	337,483	$59.3M	0.1%	−236,098−41.2%	Reduced	Holders
Q1 2021	573,581	$105.8M	0.2%	–	–	Holders

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