Sequoia Financial Advisors, LLC

SEC CIK: 0001599900
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 110,593
Value: $10.6M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Sequoia Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	110,593	$10.6M	0.1%	−7,360−6.2%	Reduced	Holders
Q1 2026	117,953	$11.4M	0.1%	−11,552−8.9%	Reduced	Holders
Q4 2025	129,505	$14.7M	0.1%	+21,019+19.4%	Added	Holders
Q3 2025	108,486	$12.4M	0.1%	−381−0.3%	Reduced	Holders
Q2 2025	108,867	$13.5M	0.1%	+4,701+4.5%	Added	Holders
Q1 2025	104,166	$10.3M	0.1%	−7,227−6.5%	Reduced	Holders
Q4 2024	111,393	$12.4M	0.1%	+1,696+1.5%	Added	Holders
Q3 2024	109,697	$10.6M	0.1%	+53,796+96.2%	Added	Holders
Q2 2024	55,901	$5.55M	0.1%	+3,208+6.1%	Added	Holders
Q1 2024	52,693	$6.45M	0.1%	−7,557−12.5%	Reduced	Holders
Q4 2023	60,250	$5.44M	0.1%	+25,681+74.3%	Added	Holders
Q3 2023	34,569	$2.80M	<0.1%	−1,751−4.8%	Reduced	Holders
Q2 2023	36,320	$3.24M	0.1%	+2,635+7.8%	Added	Holders
Q1 2023	33,685	$3.37M	0.1%	+176+0.5%	Added	Holders
Q4 2022	33,509	$2.91M	0.1%	−50,395−60.1%	Reduced	Holders
Q3 2022	83,904	$7.92M	0.2%	−2,341−2.7%	Reduced	Holders
Q2 2022	86,245	$8.14M	0.2%	+2,631+3.1%	Added	Holders
Q1 2022	83,614	$11.5M	0.3%	+48,763+139.9%	Added	Holders
Q4 2021	34,851	$5.40M	0.1%	+16,167+86.5%	Added	Holders
Q3 2021	18,684	$3.16M	0.3%	−42,081−69.3%	Reduced	Holders
Q2 2021	60,765	$10.7M	0.4%	+35,420+139.8%	Added	Holders
Q1 2021	25,345	$4.68M	0.2%	–	–	Holders

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