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Livermore
Livermore
ZHEN

Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

DIS holding history

Walt Disney Co in every 13F filed by Beta Wealth Group, 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)
5,303
Value
$510.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DIS by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,303$510.4K0.2%+200+3.9%AddedHolders
Q1 20265,103$491.9K0.2%+302+6.3%AddedHolders
Q4 20254,801$546.2K0.2%00.0%UnchangedHolders
Q3 20254,801$549.7K0.2%−100−2.0%ReducedHolders
Q2 20254,901$607.9K0.2%−2,396−32.8%ReducedHolders
Q1 20257,297$720.3K0.3%−49,357−87.1%ReducedHolders
Q4 202456,654$6.31M2.8%−154−0.3%ReducedHolders
Q3 202456,808$5.46M2.5%+3,822+7.2%AddedHolders
Q2 202452,986$5.26M2.5%−536−1.0%ReducedHolders
Q1 202453,522$6.55M3.2%−1,463−2.7%ReducedHolders
Q4 202354,985$4.96M2.6%−3,350−5.7%ReducedHolders
Q3 202358,335$4.73M2.8%+2,204+3.9%AddedHolders
Q2 202356,131$5.01M2.9%+3,840+7.3%AddedHolders
Q1 202352,291$5.24M3.0%+6,748+14.8%AddedHolders
Q4 202245,543$3.96M2.7%+3,760+9.0%AddedHolders
Q3 202241,783$3.94M2.8%+1,573+3.9%AddedHolders
Q2 202240,210$3.80M2.5%+6,626+19.7%AddedHolders
Q1 202233,584$4.61M3.1%+3,530+11.7%AddedHolders
Q4 202130,054$5.08M3.7%00.0%UnchangedHolders
Q3 202130,054$5.08M3.7%+3,195+11.9%AddedHolders
Q2 202126,859$4.72M3.3%+838+3.2%AddedHolders
Q1 202126,021$4.80M3.5%––Holders

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