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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

DIS holding history

Walt Disney Co in every 13F filed by EP Wealth Advisors, LLC, 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)
87,040
Value
$8.38M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,040$8.38M<0.1%+2,411+2.8%AddedHolders
Q1 202684,629$8.16M<0.1%+94+0.1%AddedHolders
Q4 202584,535$9.62M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202588,512$11.0M0.1%−3,079−3.4%ReducedHolders
Q1 202591,591$9.04M0.1%−387,292−80.9%ReducedHolders
Q4 2024478,883$53.3M0.4%−15,749−3.2%ReducedHolders
Q3 2024494,632$47.6M0.4%+39,828+8.8%AddedHolders
Q2 2024454,804$45.2M0.5%+20,283+4.7%AddedHolders
Q1 2024434,521$53.2M0.6%−137,303−24.0%ReducedHolders
Q4 2023571,824$51.6M0.7%+17,013+3.1%AddedHolders
Q3 2023554,811$45.0M0.7%+74,058+15.4%AddedHolders
Q2 2023480,753$46.6M0.7%+460,054+2,222.6%AddedHolders
Q1 202320,699––−410,303−95.2%ReducedHolders
Q4 2022431,002$37.4M0.7%+31,977+8.0%AddedHolders
Q3 2022399,025$37.6M0.9%+41,260+11.5%AddedHolders
Q2 2022357,765$33.8M0.8%+42,947+13.6%AddedHolders
Q1 2022314,818$43.2M0.9%+29,124+10.2%AddedHolders
Q4 2021285,694$44.3M1.0%+13,017+4.8%AddedHolders
Q3 2021272,677$46.1M1.3%+24,018+9.7%AddedHolders
Q2 2021248,659$43.7M1.2%+17,226+7.4%AddedHolders
Q1 2021231,433$42.7M1.4%––Holders

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