Skip to main content
Livermore
Livermore
ZHEN

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

DIS holding history

Walt Disney Co in every 13F filed by Waldron Private Wealth 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)
3,464
Value
$333.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,464$333.4K<0.1%−84−2.4%ReducedHolders
Q1 20263,548$342.0K<0.1%−221−5.9%ReducedHolders
Q4 20253,769$428.7K<0.1%−323−7.9%ReducedHolders
Q3 20254,092$468.5K<0.1%+391+10.6%AddedHolders
Q2 20253,701$458.9K<0.1%−270−6.8%ReducedHolders
Q1 20253,971$391.9K<0.1%−5,961−60.0%ReducedHolders
Q4 20249,932$1.11M<0.1%+270+2.8%AddedHolders
Q3 20249,662$929.4K<0.1%−2,298−19.2%ReducedHolders
Q2 202411,960$1.19M0.1%−350−2.8%ReducedHolders
Q1 202412,310$1.51M0.1%−429−3.4%ReducedHolders
Q4 202312,739$1.15M0.1%+2,218+21.1%AddedHolders
Q3 202310,521$852.8K<0.1%−2,776−20.9%ReducedHolders
Q2 202313,297$1.19M0.1%−4,144−23.8%ReducedHolders
Q1 202317,441$1.75M0.1%−6,764−27.9%ReducedHolders
Q4 202224,205$2.28M0.1%00.0%UnchangedHolders
Q3 202224,205$2.28M0.1%+1,067+4.6%AddedHolders
Q2 202223,138$2.18M0.1%−740−3.1%ReducedHolders
Q1 202223,878$3.27M0.2%+891+3.9%AddedHolders
Q4 202122,987$3.56M0.2%+6,912+43.0%AddedHolders
Q3 202116,075$2.72M0.2%+2,739+20.5%AddedHolders
Q2 202113,336$2.34M0.1%−120−0.9%ReducedHolders
Q1 202113,456$2.48M0.2%––Holders

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