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Glassman Wealth Services

SEC CIK
0001642160
Latest filing
Aug 5, 2026

DIS holding history

Walt Disney Co in every 13F filed by Glassman Wealth Services, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of DIS by Glassman Wealth Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−10,672−100.0%Sold outHolders
Q4 202310,672$963.5K0.1%−837−7.3%ReducedHolders
Q3 202311,509$932.8K0.2%+4,226+58.0%AddedHolders
Q2 20237,283$650.3K0.1%−457−5.9%ReducedHolders
Q1 20237,740$775.0K0.1%−3,778−32.8%ReducedHolders
Q4 202211,518$1.00M0.2%+123+1.1%AddedHolders
Q3 202211,395$1.07M0.2%−814−6.7%ReducedHolders
Q2 202212,209$1.15M0.2%+116+1.0%AddedHolders
Q1 202212,093$1.66M0.3%+4,625+61.9%AddedHolders
Q4 20217,468$1.16M0.2%−6,342−45.9%ReducedHolders
Q3 202113,810$2.34M0.5%+348+2.6%AddedHolders
Q2 202113,462$2.37M0.5%−152−1.1%ReducedHolders
Q1 202113,614$2.51M0.5%––Holders

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