Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

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DIS holding history

Walt Disney Co in every 13F filed by Boston 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 overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 9,312
Value: $896.3K
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of DIS by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,312	$896.3K	0.1%	−1,146−11.0%	Reduced	Holders
Q1 2026	10,458	$1.01M	0.1%	−193−1.8%	Reduced	Holders
Q4 2025	10,651	$1.21M	0.1%	−319−2.9%	Reduced	Holders
Q3 2025	10,970	$1.26M	0.1%	+67+0.6%	Added	Holders
Q2 2025	10,903	$1.35M	0.1%	+10,903	New	Holders
Q1 2025	0	$0	0.0%	−32,717−100.0%	Sold out	Holders
Q4 2024	32,717	$3.64M	0.1%	+32,717	New	Holders
Q3 2024	0	$0	0.0%	−33,754−100.0%	Sold out	Holders
Q2 2024	33,754	$3.35M	0.1%	−6,321−15.8%	Reduced	Holders
Q1 2024	40,075	$4.90M	0.1%	+222+0.6%	Added	Holders
Q4 2023	39,853	$3.60M	0.1%	+386+1.0%	Added	Holders
Q3 2023	39,467	$3.20M	0.1%	−3,778−8.7%	Reduced	Holders
Q2 2023	43,245	$3.86M	0.1%	−8,460−16.4%	Reduced	Holders
Q1 2023	51,705	$5.18M	0.1%	−24,290−32.0%	Reduced	Holders
Q4 2022	75,995	$6.60M	0.1%	−149,888−66.4%	Reduced	Holders
Q3 2022	225,883	$21.3M	0.3%	−27,139−10.7%	Reduced	Holders
Q2 2022	253,022	$23.9M	0.4%	−16,574−6.1%	Reduced	Holders
Q1 2022	269,596	$37.0M	0.5%	+11,625+4.5%	Added	Holders
Q4 2021	257,971	$40.0M	0.7%	−3,592−1.4%	Reduced	Holders
Q3 2021	261,563	$44.2M	0.6%	−739−0.3%	Reduced	Holders
Q2 2021	262,302	$46.1M	0.6%	−10,839−4.0%	Reduced	Holders
Q1 2021	273,141	$50.4M	0.7%	–	–	Holders

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