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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

DIS holding history

Walt Disney Co in every 13F filed by Aries Wealth Management, 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)
7,314
Value
$704.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,314$704.0K0.1%00.0%UnchangedHolders
Q1 20267,314$704.9K0.2%−1,000−12.0%ReducedHolders
Q4 20258,314$945.9K0.2%+1,000+13.7%AddedHolders
Q3 20257,314$837.5K0.2%00.0%UnchangedHolders
Q2 20257,314$907.0K0.2%−230−3.0%ReducedHolders
Q1 20257,544$744.6K0.2%−293−3.7%ReducedHolders
Q4 20247,837$872.6K0.2%−57−0.7%ReducedHolders
Q3 20247,894$759.3K0.2%−331−4.0%ReducedHolders
Q2 20248,225$816.7K0.3%−426−4.9%ReducedHolders
Q1 20248,651$1.06M0.3%−45−0.5%ReducedHolders
Q4 20238,696$785.2K0.3%+2,465+39.6%AddedHolders
Q3 20236,231$534.1K0.2%−4,091−39.6%ReducedHolders
Q2 202310,322$921.5K0.4%−868−7.8%ReducedHolders
Q1 202311,190$1.12M0.5%+294+2.7%AddedHolders
Q4 202210,896$946.6K0.4%+210+2.0%AddedHolders
Q3 202210,686$1.14M0.5%+136+1.3%AddedHolders
Q2 202210,550$996.0K0.5%+10,550NewHolders
Q1 20220$00.0%−9,472−100.0%Sold outHolders
Q4 20219,472$1.47M0.6%+691+7.9%AddedHolders
Q3 20218,781$1.49M0.6%+160+1.9%AddedHolders
Q2 20218,621$1.51M0.6%+65+0.8%AddedHolders
Q1 20218,556$1.60M0.7%––Holders

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