Peninsula Wealth, LLC

SEC CIK: 0001600052
Latest filing: Feb 13, 2025

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Peninsula Wealth, 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 Q4 2024 holdings

Shares (Q4 2024): 1,844
Value: $205.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2024

Holdings of DIS by Peninsula Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	1,844	$205.3K	<0.1%	+1,844	New	Holders
Q2 2024	0	$0	0.0%	−1,731−100.0%	Sold out	Holders
Q1 2024	1,731	$211.8K	<0.1%	+1,731	New	Holders