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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

DIS holding history

Walt Disney Co in every 13F filed by Keystone Financial Group, 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)
40,839
Value
$3.93M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of DIS by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,839$3.93M0.2%+2,286+5.9%AddedHolders
Q1 202638,553$3.95M0.3%+3,713+10.7%AddedHolders
Q4 202534,840$3.96M0.3%−517−1.5%ReducedHolders
Q3 202535,357$3.86M0.3%+3,055+9.5%AddedHolders
Q2 202532,302$3.74M0.3%+1,330+4.3%AddedHolders
Q1 202530,972$3.32M0.3%+1,157+3.9%AddedHolders
Q4 202429,815$3.28M0.3%+20,130+207.8%AddedHolders
Q3 20249,685$931.6K0.1%−10−0.1%ReducedHolders
Q2 20249,695$962.6K0.3%+1,482+18.0%AddedHolders
Q1 20248,213$1.00M0.1%−301−3.5%ReducedHolders
Q4 20238,514$768.7K0.1%−3,540−29.4%ReducedHolders
Q3 202312,054$977.0K0.2%−4,478−27.1%ReducedHolders
Q2 202316,532$1.48M0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202216,576$1.44M0.3%−1,102−6.2%ReducedHolders
Q3 202217,678$1.67M0.3%+1,272+7.8%AddedHolders
Q2 202216,406$1.55M0.3%+33+0.2%AddedHolders
Q1 202216,373$2.25M0.4%+1,291+8.6%AddedHolders
Q4 202115,082$2.34M0.4%−997−6.2%ReducedHolders
Q3 202116,079$2.72M0.5%−1,220−7.1%ReducedHolders
Q2 202117,299$3.04M0.6%+80+0.5%AddedHolders
Q1 202117,219$3.18M0.6%––Holders

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