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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

DIS holding history

Walt Disney Co in every 13F filed by Sowell Financial Services 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)
41,632
Value
$4.01M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,632$4.01M0.1%−2,712−6.1%ReducedHolders
Q1 202644,344$4.27M0.2%−4,218−8.7%ReducedHolders
Q4 202548,562$5.52M0.2%−3,657−7.0%ReducedHolders
Q3 202552,219$5.98M0.2%−755−1.4%ReducedHolders
Q2 202552,974$6.57M0.3%−4,131−7.2%ReducedHolders
Q1 202557,105$5.64M0.3%+3,325+6.2%AddedHolders
Q4 202453,780$5.99M0.3%−6,829−11.3%ReducedHolders
Q3 202460,609$5.83M0.3%+2,210+3.8%AddedHolders
Q2 202458,399$5.80M0.3%−8,254−12.4%ReducedHolders
Q1 202466,653$8.16M0.4%+13,475+25.3%AddedHolders
Q4 202353,178$4.82M0.3%−4,232−7.4%ReducedHolders
Q3 202357,410$4.65M0.3%+1,307+2.3%AddedHolders
Q2 202356,103$5.01M0.3%+16,506+41.7%AddedHolders
Q1 202339,597$3.96M0.3%−16,222−29.1%ReducedHolders
Q4 202255,819$4.85M0.3%+8,496+18.0%AddedHolders
Q3 202247,323$4.46M0.5%−5,953−11.2%ReducedHolders
Q2 202253,276$5.03M0.5%+36,614+219.7%AddedHolders
Q1 202216,662$2.08M0.4%−30,159−64.4%ReducedHolders
Q4 202146,821$7.25M0.4%+23,127+97.6%AddedHolders
Q3 202123,694$4.01M0.3%−3,399−12.5%ReducedHolders
Q2 202127,093$4.76M0.3%−5,030−15.7%ReducedHolders
Q1 202132,123$5.84M0.2%––Holders

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