Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

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DIS holding history

Walt Disney Co in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 22,866
Value: $2.20M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,866	$2.20M	0.1%	−414−1.8%	Reduced	Holders
Q1 2026	23,280	$2.24M	0.1%	−343−1.5%	Reduced	Holders
Q4 2025	23,623	$2.69M	0.2%	−386−1.6%	Reduced	Holders
Q3 2025	24,009	$2.75M	0.2%	−483−2.0%	Reduced	Holders
Q2 2025	24,492	$3.04M	0.2%	−419−1.7%	Reduced	Holders
Q1 2025	24,911	$2.46M	0.2%	−1,465−5.6%	Reduced	Holders
Q4 2024	26,376	$2.94M	0.2%	−568−2.1%	Reduced	Holders
Q3 2024	26,944	$2.59M	0.2%	−692−2.5%	Reduced	Holders
Q2 2024	27,636	$2.74M	0.2%	−125−0.5%	Reduced	Holders
Q1 2024	27,761	$3.40M	0.3%	+1,868+7.2%	Added	Holders
Q4 2023	25,893	$2.34M	0.2%	+2,410+10.3%	Added	Holders
Q3 2023	23,483	$1.90M	0.2%	−484−2.0%	Reduced	Holders
Q2 2023	23,967	$2.14M	0.2%	−338−1.4%	Reduced	Holders
Q1 2023	24,305	$2.43M	0.3%	−66−0.3%	Reduced	Holders
Q4 2022	24,371	$2.12M	0.2%	−317−1.3%	Reduced	Holders
Q3 2022	24,688	$2.33M	0.3%	+3,302+15.4%	Added	Holders
Q2 2022	21,386	$2.02M	0.2%	−75−0.3%	Reduced	Holders
Q1 2022	21,461	$2.94M	0.3%	+663+3.2%	Added	Holders
Q4 2021	20,798	$3.22M	0.3%	+394+1.9%	Added	Holders
Q3 2021	20,404	$3.45M	0.4%	+111+0.5%	Added	Holders
Q2 2021	20,293	$3.57M	0.4%	+207+1.0%	Added	Holders
Q1 2021	20,086	$3.71M	0.4%	–	–	Holders

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