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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

DIS holding history

Walt Disney Co in every 13F filed by Bogart 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 2026)
2,131
Value
$205.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,131$205.1K<0.1%+304+16.6%AddedHolders
Q1 20261,827$176.1K<0.1%+30+1.7%AddedHolders
Q4 20251,797$204.4K<0.1%−167−8.5%ReducedHolders
Q3 20251,964$224.9K<0.1%−3−0.2%ReducedHolders
Q2 20251,967$243.9K<0.1%−74−3.6%ReducedHolders
Q1 20252,041$201.4K<0.1%−855−29.5%ReducedHolders
Q4 20242,896$322.5K<0.1%+498+20.8%AddedHolders
Q3 20242,398$230.7K<0.1%+253+11.8%AddedHolders
Q2 20242,145$212.9K<0.1%+482+29.0%AddedHolders
Q1 20241,663$203.4K<0.1%+60+3.7%AddedHolders
Q4 20231,603$144.7K<0.1%−664−29.3%ReducedHolders
Q3 20232,267$183.7K<0.1%−33,047−93.6%ReducedHolders
Q2 202335,314$3.15M0.2%+841+2.4%AddedHolders
Q1 202334,473$3.45M0.2%+2,732+8.6%AddedHolders
Q4 202231,741$2.76M0.2%+2,875+10.0%AddedHolders
Q3 202228,866$2.72M0.2%+2,406+9.1%AddedHolders
Q2 202226,460$2.50M0.2%+3,260+14.1%AddedHolders
Q1 202223,200$3.18M0.3%+11,194+93.2%AddedHolders
Q4 202112,006$1.86M0.2%−1,466−10.9%ReducedHolders
Q3 202113,472$2.28M0.2%+2,507+22.9%AddedHolders
Q2 202110,965$1.93M0.2%+1,913+21.1%AddedHolders
Q1 20219,052$1.67M0.2%––Holders

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