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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

DIS holding history

Walt Disney Co in every 13F filed by Ibex Wealth Advisors, 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 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2021
Holdings of DIS by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−5,741−100.0%Sold outHolders
Q4 20245,741$639.3K0.1%+5,741NewHolders
Q3 20240$00.0%−5,741−100.0%Sold outHolders
Q2 20245,741$570.0K0.1%+5,741NewHolders
Q2 20220$00.0%−2,337−100.0%Sold outHolders
Q1 20222,337$321.0K0.1%+2,337NewHolders
Q4 20210$00.0%−86−100.0%Sold outHolders
Q3 202186$15.0K<0.1%+86NewHolders