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Livermore
Livermore
ZHEN

Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

DIS holding history

Walt Disney Co in every 13F filed by Gradient Capital 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)
2,964
Value
$285.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,964$285.3K0.1%00.0%UnchangedHolders
Q1 20262,964$285.7K0.1%00.0%UnchangedHolders
Q4 20252,964$337.2K0.1%−76−2.5%ReducedHolders
Q3 20253,040$348.1K0.1%+29+1.0%AddedHolders
Q2 20253,011$373.4K0.1%−38−1.2%ReducedHolders
Q1 20253,049$300.9K0.1%−127−4.0%ReducedHolders
Q4 20243,176$353.6K0.1%−213−6.3%ReducedHolders
Q3 20243,389$326.0K0.1%−406−10.7%ReducedHolders
Q2 20243,795$376.8K0.1%+6+0.2%AddedHolders
Q1 20243,789$463.7K0.2%−186−4.7%ReducedHolders
Q4 20233,975$358.9K0.1%+111+2.9%AddedHolders
Q3 20233,864$313.2K0.1%−196−4.8%ReducedHolders
Q2 20234,060$362.4K0.1%−53−1.3%ReducedHolders
Q1 20234,113$411.8K0.2%+150+3.8%AddedHolders
Q4 20223,963$344.3K0.2%−160−3.9%ReducedHolders
Q3 20224,123$389.0K0.2%−394−8.7%ReducedHolders
Q2 20224,517$426.0K0.2%−291−6.1%ReducedHolders
Q1 20224,808$659.0K0.3%−443−8.4%ReducedHolders
Q4 20215,251$813.0K0.3%+292+5.9%AddedHolders
Q3 20214,959$839.0K0.4%+25+0.5%AddedHolders
Q2 20214,934$867.0K0.4%−25−0.5%ReducedHolders
Q1 20214,959$915.0K0.5%––Holders

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