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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Heritage Wealth Advisors, 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)
1,085
Value
$104.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,085$104.4K<0.1%+141+14.9%AddedHolders
Q1 2026944$91.0K<0.1%−778−45.2%ReducedHolders
Q4 20251,722$195.9K<0.1%00.0%UnchangedHolders
Q3 20251,722$197.2K<0.1%−10−0.6%ReducedHolders
Q2 20251,732$214.8K<0.1%−15−0.9%ReducedHolders
Q1 20251,747$172.5K<0.1%−23−1.3%ReducedHolders
Q4 20241,770$197.1K<0.1%−4,681−72.6%ReducedHolders
Q3 20246,451$620.6K<0.1%−445−6.5%ReducedHolders
Q2 20246,896$684.7K<0.1%00.0%UnchangedHolders
Q1 20246,896$843.8K<0.1%−213−3.0%ReducedHolders
Q4 20237,109$641.9K<0.1%−1,210−14.5%ReducedHolders
Q3 20238,319$674.3K<0.1%−204,713−96.1%ReducedHolders
Q2 2023213,032$19.0M1.0%+3,753+1.8%AddedHolders
Q1 2023209,279$21.0M1.2%+14,938+7.7%AddedHolders
Q4 2022194,341$16.9M1.0%+4,695+2.5%AddedHolders
Q3 2022189,646$17.9M1.3%+13,961+7.9%AddedHolders
Q2 2022175,685$16.6M1.2%+53,726+44.1%AddedHolders
Q1 2022121,959$16.7M0.9%+7,558+6.6%AddedHolders
Q4 2021114,401$17.7M1.0%+10,496+10.1%AddedHolders
Q3 2021103,905$17.6M1.1%+3,106+3.1%AddedHolders
Q2 2021100,799$17.7M1.1%+11,055+12.3%AddedHolders
Q1 202189,744$16.6M1.0%––Holders

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