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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

DIS holding history

Walt Disney Co in every 13F filed by River Wealth Advisors 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)
5,321
Value
$512.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,321$512.1K0.1%+14+0.3%AddedHolders
Q1 20265,307$511.4K0.1%−373−6.6%ReducedHolders
Q4 20255,680$646.2K0.1%+80+1.4%AddedHolders
Q3 20255,600$641.2K0.1%−11−0.2%ReducedHolders
Q2 20255,611$695.8K0.1%−223−3.8%ReducedHolders
Q1 20255,834$575.8K0.1%−423−6.8%ReducedHolders
Q4 20246,257$696.8K0.1%−32,864−84.0%ReducedHolders
Q3 202439,121$3.76M0.5%−19,880−33.7%ReducedHolders
Q2 202459,001$5.86M0.8%+38+0.1%AddedHolders
Q1 202458,963$7.21M1.0%+2,395+4.2%AddedHolders
Q4 202356,568$5.11M0.8%+1,056+1.9%AddedHolders
Q3 202355,512$4.50M0.8%+1,346+2.5%AddedHolders
Q2 202354,166$4.84M0.8%−233−0.4%ReducedHolders
Q1 202354,399$5.45M1.0%−1,018−1.8%ReducedHolders
Q4 202255,417$4.81M0.9%−751−1.3%ReducedHolders
Q3 202256,168$5.30M1.1%+87+0.2%AddedHolders
Q2 202256,081$5.29M1.0%+2,583+4.8%AddedHolders
Q1 202253,498$7.34M1.2%+2,078+4.0%AddedHolders
Q4 202151,420$7.96M1.2%+2,135+4.3%AddedHolders
Q3 202149,285$8.34M1.4%+1,953+4.1%AddedHolders
Q2 202147,332$8.32M1.5%+1,097+2.4%AddedHolders
Q1 202146,235$8.53M1.6%––Holders

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