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Livermore
Livermore
ZHEN

Acorn Wealth Advisors, LLC

SEC CIK
0001730610
Latest filing
Jul 30, 2026

DIS holding history

Walt Disney Co in every 13F filed by Acorn 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)
5,863
Value
$564.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Acorn Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,863$564.3K0.1%−1,516−20.5%ReducedHolders
Q1 20267,379$711.2K0.2%+18+0.2%AddedHolders
Q4 20257,361$837.5K0.2%+30.0%AddedHolders
Q3 20257,358$842.5K0.3%+229+3.2%AddedHolders
Q2 20257,129$884.1K0.3%−432−5.7%ReducedHolders
Q1 20257,561$746.3K0.3%−32−0.4%ReducedHolders
Q4 20247,593$845.4K0.3%−61−0.8%ReducedHolders
Q3 20247,654$736.2K0.3%−74−1.0%ReducedHolders
Q2 20247,728$767.3K0.4%+971+14.4%AddedHolders
Q1 20246,757$826.8K0.4%−156−2.3%ReducedHolders
Q4 20236,913$624.2K0.4%−10.0%ReducedHolders
Q3 20236,914$560.4K0.4%+40+0.6%AddedHolders
Q2 20236,874$613.7K0.4%+480+7.5%AddedHolders
Q1 20236,394$640.2K0.5%+764+13.6%AddedHolders
Q4 20225,630$489.0K0.4%−24−0.4%ReducedHolders
Q3 20225,654$533.0K0.4%+21+0.4%AddedHolders
Q2 20225,633$532.0K0.4%+300+5.6%AddedHolders
Q1 20225,333$731.0K0.5%00.0%UnchangedHolders
Q4 20215,333$826.0K0.5%+50+0.9%AddedHolders
Q3 20215,283$894.0K0.6%+50+1.0%AddedHolders
Q2 20215,233$920.0K0.6%−93−1.7%ReducedHolders
Q1 20215,326$983.0K0.7%––Holders

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