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V Wealth Advisors LLC

SEC CIK
0001661149
Latest filing
Nov 15, 2023

DIS holding history

Walt Disney Co in every 13F filed by V 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 Q3 2023 holdings

Shares (Q3 2023)
7,470
Value
$605.4K
% of portfolio
0.5%
Quarters held
11
Since Q1 2021
Holdings of DIS by V Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20237,470$605.4K0.5%−3,059−29.1%ReducedHolders
Q2 202310,529$940.0K0.2%−1,178−10.1%ReducedHolders
Q1 202311,707$1.17M0.2%+67+0.6%AddedHolders
Q4 202211,640$1.01M0.2%−62−0.5%ReducedHolders
Q3 202211,702$1.10M0.2%−1,273−9.8%ReducedHolders
Q2 202212,975$1.22M0.2%−3,288−20.2%ReducedHolders
Q1 202216,263$2.23M0.4%−979−5.7%ReducedHolders
Q4 202117,242$2.67M0.4%−1,301−7.0%ReducedHolders
Q3 202118,543$3.14M0.5%−441−2.3%ReducedHolders
Q2 202118,984$3.35M0.5%+2,272+13.6%AddedHolders
Q1 202116,712$3.08M0.6%––Holders

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