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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

DIS holding history

Walt Disney Co in every 13F filed by AE Wealth Management 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)
103,350
Value
$9.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103,350$9.95M<0.1%+16,463+18.9%AddedHolders
Q1 202686,887$8.37M<0.1%−165,146−65.5%ReducedHolders
Q4 2025252,033$28.7M0.2%+52,475+26.3%AddedHolders
Q3 2025199,558$22.8M0.1%+22,176+12.5%AddedHolders
Q2 2025177,382$22.0M0.2%+115,265+185.6%AddedHolders
Q1 202562,117$6.13M0.1%−11,334−15.4%ReducedHolders
Q4 202473,451$8.18M0.1%−7,022−8.7%ReducedHolders
Q3 202480,473$7.74M0.1%−158,487−66.3%ReducedHolders
Q2 2024238,960$23.7M0.2%+30,805+14.8%AddedHolders
Q1 2024208,155$25.5M0.3%−33,529−13.9%ReducedHolders
Q4 2023241,684$23.0M0.1%+19,827+8.9%AddedHolders
Q3 2023221,857$18.0M0.1%+8,805+4.1%AddedHolders
Q2 2023213,052$19.0M0.1%+2,694+1.3%AddedHolders
Q1 2023210,358$21.1M0.1%−13,662−6.1%ReducedHolders
Q4 2022224,020$19.5M0.1%−4,119−1.8%ReducedHolders
Q3 2022228,139$21.5M0.2%+21,469+10.4%AddedHolders
Q2 2022206,670$19.5M0.2%−44,491−17.7%ReducedHolders
Q1 2022251,161$34.4M0.2%+15,928+6.8%AddedHolders
Q4 2021235,233$36.4M0.3%−1,652−0.7%ReducedHolders
Q3 2021236,885$40.1M0.3%+26,059+12.4%AddedHolders
Q2 2021210,826$37.1M0.3%+9,998+5.0%AddedHolders
Q1 2021200,828$37.1M0.4%––Holders

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