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Livermore
Livermore
ZHEN

Fortis Advisors, LLC

SEC CIK
0001697478
Latest filing
Aug 13, 2026

DIS holding history

Walt Disney Co in every 13F filed by Fortis 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)
3,700
Value
$356.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DIS by Fortis Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,700$356.1K0.2%00.0%UnchangedHolders
Q1 20263,700$356.6K0.2%−22−0.6%ReducedHolders
Q4 20253,722$423.5K0.2%00.0%UnchangedHolders
Q3 20253,722$426.2K0.2%−1,300−25.9%ReducedHolders
Q2 20255,022$622.8K0.4%+200+4.1%AddedHolders
Q1 20254,822$475.9K0.3%+500+11.6%AddedHolders
Q4 20244,322$481.3K0.3%00.0%UnchangedHolders
Q3 20244,322$415.7K0.3%00.0%UnchangedHolders
Q2 20244,322$429.1K0.3%00.0%UnchangedHolders
Q1 20244,322$528.8K0.4%00.0%UnchangedHolders
Q4 20234,322$390.2K0.3%00.0%UnchangedHolders
Q3 20234,322$350.3K0.3%−1,000−18.8%ReducedHolders
Q2 20235,322$475.1K0.3%+222+4.4%AddedHolders
Q1 20235,100$510.7K0.3%+1,000+24.4%AddedHolders
Q4 20224,100$356.2K0.3%00.0%UnchangedHolders
Q3 20224,100$387.0K0.3%+404+10.9%AddedHolders
Q2 20223,696$349.0K0.2%+971+35.6%AddedHolders
Q1 20222,725$374.0K0.2%+400+17.2%AddedHolders
Q4 20212,325$360.0K0.2%+175+8.1%AddedHolders
Q3 20212,150$364.0K0.2%00.0%UnchangedHolders
Q2 20212,150$378.0K0.2%+1,600+290.9%AddedHolders
Q1 2021550$101.0K0.1%––Holders

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