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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

DIS holding history

Walt Disney Co in every 13F filed by Beacon Financial Group, 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)
3,539
Value
$340.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,539$340.7K<0.1%+50+1.4%AddedHolders
Q1 20263,489$336.3K<0.1%−229−6.2%ReducedHolders
Q4 20253,718$423.0K<0.1%+152+4.3%AddedHolders
Q3 20253,566$408.3K<0.1%−205−5.4%ReducedHolders
Q2 20253,771$467.6K<0.1%−879−18.9%ReducedHolders
Q1 20254,650$459.0K0.1%−725−13.5%ReducedHolders
Q4 20245,375$598.5K0.1%−110−2.0%ReducedHolders
Q3 20245,485$527.6K0.1%+120+2.2%AddedHolders
Q2 20245,365$532.7K0.1%−383−6.7%ReducedHolders
Q1 20245,748$703.3K0.1%−341−5.6%ReducedHolders
Q4 20236,089$549.8K0.1%−1,047−14.7%ReducedHolders
Q3 20237,136$597.0K0.1%+331+4.9%AddedHolders
Q2 20236,805$605.0K0.1%−910−11.8%ReducedHolders
Q1 20237,715$778.0K0.1%−993−11.4%ReducedHolders
Q4 20228,708$764.0K0.1%−5,194−37.4%ReducedHolders
Q3 202213,902$1.35M0.2%−152−1.1%ReducedHolders
Q2 202214,054$1.37M0.2%+429+3.1%AddedHolders
Q1 202213,625$1.89M0.3%+3,796+38.6%AddedHolders
Q4 20219,829$1.54M0.2%+322+3.4%AddedHolders
Q3 20219,507$1.64M0.2%+419+4.6%AddedHolders
Q2 20219,088$1.61M0.2%+2,398+35.8%AddedHolders
Q1 20216,690$1.18M0.2%––Holders

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