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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

DIS holding history

Walt Disney Co in every 13F filed by REDW Wealth 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of DIS by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,757−100.0%Sold outHolders
Q1 20241,757$214.9K0.1%+1,757NewHolders
Q2 20230$00.0%−2,087−100.0%Sold outHolders
Q1 20232,087$208.9K0.1%+2,087NewHolders
Q4 20220$00.0%−2,118−100.0%Sold outHolders
Q3 20222,118$200.0K0.1%+2,118NewHolders
Q2 20220$00.0%−1,987−100.0%Sold outHolders
Q1 20221,987$272.0K0.1%00.0%UnchangedHolders
Q4 20211,987$308.0K0.1%−973−32.9%ReducedHolders
Q3 20212,960$501.0K0.2%−105−3.4%ReducedHolders
Q2 20213,065$539.0K0.2%+111+3.8%AddedHolders
Q1 20212,954$545.0K0.2%––Holders

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