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Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

DIS holding history

Walt Disney Co in every 13F filed by Bell & Brown Wealth 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)
57,601
Value
$5.54M
% of portfolio
1.7%
Quarters held
19
Since Q3 2021
Holdings of DIS by Bell & Brown Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,601$5.54M1.7%+1,180+2.1%AddedHolders
Q1 202656,421$5.45M1.8%+1,386+2.5%AddedHolders
Q4 202555,035$6.26M2.0%+1,155+2.1%AddedHolders
Q3 202553,880$6.17M2.0%+205+0.4%AddedHolders
Q2 202553,675$6.66M2.4%+51+0.1%AddedHolders
Q1 202553,624$5.29M2.1%+679+1.3%AddedHolders
Q4 202452,945$5.90M2.2%+938+1.8%AddedHolders
Q3 202452,007$5.00M2.0%+751+1.5%AddedHolders
Q2 202451,256$5.09M2.2%+1,434+2.9%AddedHolders
Q1 202449,822$6.10M2.6%+1,707+3.5%AddedHolders
Q4 202348,115$4.34M2.0%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202347,161$4.21M2.1%+1,443+3.2%AddedHolders
Q1 202345,718$4.58M2.4%+1,138+2.6%AddedHolders
Q4 202244,580$3.87M2.1%+4,188+10.4%AddedHolders
Q3 202240,392$3.81M2.4%+547+1.4%AddedHolders
Q2 202239,845$3.76M2.0%+342+0.9%AddedHolders
Q1 202239,503$5.42M2.5%+316+0.8%AddedHolders
Q4 202139,187$5.69M2.7%+8,902+29.4%AddedHolders
Q3 202130,285$5.12M2.8%–No prior filingHolders