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Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

DIS holding history

Walt Disney Co in every 13F filed by Focused Wealth Management, Inc, 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)
11,771
Value
$1.13M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,771$1.13M0.1%+224+1.9%AddedHolders
Q1 202611,547$1.11M0.1%+183+1.6%AddedHolders
Q4 202511,364$1.29M0.1%+72+0.6%AddedHolders
Q3 202511,292$1.29M0.1%−1,070−8.7%ReducedHolders
Q2 202512,362$1.53M0.2%−4,799−28.0%ReducedHolders
Q1 202517,161$1.69M0.2%−1,271−6.9%ReducedHolders
Q4 202418,432$2.05M0.3%−2,959−13.8%ReducedHolders
Q3 202421,391$2.06M0.3%+2,701+14.5%AddedHolders
Q2 202418,690$1.86M0.3%−14,895−44.4%ReducedHolders
Q1 202433,585$4.11M0.6%−2,064−5.8%ReducedHolders
Q4 202335,649$3.22M0.5%−20.0%ReducedHolders
Q3 202335,651$2.89M0.5%+4,894+15.9%AddedHolders
Q2 202330,757$2.75M0.5%+6,599+27.3%AddedHolders
Q1 202324,158$2.42M0.5%+84+0.3%AddedHolders
Q4 202224,074$2.09M0.4%+3,621+17.7%AddedHolders
Q3 202220,453$1.93M0.4%−35−0.2%ReducedHolders
Q2 202220,488$1.93M0.4%+417+2.1%AddedHolders
Q1 202220,071$2.75M0.4%+17,900+824.5%AddedHolders
Q4 20212,171$336.0K0.1%+6+0.3%AddedHolders
Q3 20212,165$366.0K0.1%+2+0.1%AddedHolders
Q2 20212,163$380.0K0.1%+19+0.9%AddedHolders
Q1 20212,144$396.0K0.1%––Holders

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