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Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

DIS holding history

Walt Disney Co in every 13F filed by Wagner 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of DIS by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,966−100.0%Sold outHolders
Q1 20241,966$240.6K0.1%+1,966NewHolders
Q3 20230$00.0%−2,370−100.0%Sold outHolders
Q2 20232,370$211.6K0.1%−14−0.6%ReducedHolders
Q1 20232,384$238.7K0.1%+35+1.5%AddedHolders
Q4 20222,349$204.1K0.1%−66−2.7%ReducedHolders
Q3 20222,415$228.0K0.2%−11−0.5%ReducedHolders
Q2 20222,426$229.0K0.2%−12−0.5%ReducedHolders
Q1 20222,438$334.0K0.2%+185+8.2%AddedHolders
Q4 20212,253$349.0K0.3%+207+10.1%AddedHolders
Q3 20212,046$346.0K0.3%00.0%UnchangedHolders
Q2 20212,046$360.0K0.3%+279+15.8%AddedHolders
Q1 20211,767$326.0K0.3%––Holders

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