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Wealthquest Corp

SEC CIK
0001632968
Latest filing
Jul 23, 2026

DIS holding history

Walt Disney Co in every 13F filed by Wealthquest Corp, 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)
4,247
Value
$408.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Wealthquest Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,247$408.8K<0.1%+10.0%AddedHolders
Q1 20264,246$409.2K<0.1%−20−0.5%ReducedHolders
Q4 20254,266$485.4K<0.1%+4,266NewHolders
Q3 20250$00.0%−4,184−100.0%Sold outHolders
Q2 20254,184$518.9K<0.1%+179+4.5%AddedHolders
Q1 20254,005$395.3K<0.1%−70−1.7%ReducedHolders
Q4 20244,075$453.8K<0.1%+54+1.3%AddedHolders
Q3 20244,021$378.2K<0.1%−90−2.2%ReducedHolders
Q2 20244,111$408.2K<0.1%00.0%UnchangedHolders
Q1 20244,111$503.0K0.1%+23+0.6%AddedHolders
Q4 20234,088$369.1K<0.1%−55−1.3%ReducedHolders
Q3 20234,143$335.8K<0.1%−141−3.3%ReducedHolders
Q2 20234,284$382.5K<0.1%00.0%UnchangedHolders
Q1 20234,284$429.0K0.1%−410−8.7%ReducedHolders
Q4 20224,694$407.8K0.1%−359−7.1%ReducedHolders
Q3 20225,053$476.0K0.1%−15−0.3%ReducedHolders
Q2 20225,068$478.0K0.1%−147−2.8%ReducedHolders
Q1 20225,215$807.0K0.1%00.0%UnchangedHolders
Q4 20215,215$807.0K0.1%−243−4.5%ReducedHolders
Q3 20215,458$923.0K0.2%−97−1.7%ReducedHolders
Q2 20215,555$976.0K0.2%+79+1.4%AddedHolders
Q1 20215,476$1.01M0.2%––Holders

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