Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Beacon Pointe Advisors, 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): 245,477
Value: $23.6M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	245,477	$23.6M	0.1%	−7,940−3.1%	Reduced	Holders
Q1 2026	253,417	$24.4M	0.1%	+79,923+46.1%	Added	Holders
Q4 2025	173,494	$19.7M	0.1%	−3,620−2.0%	Reduced	Holders
Q3 2025	177,114	$20.3M	0.2%	−32,977−15.7%	Reduced	Holders
Q2 2025	210,091	$26.1M	0.3%	−104,680−33.3%	Reduced	Holders
Q1 2025	314,771	$31.1M	0.3%	+101,139+47.3%	Added	Holders
Q4 2024	213,632	$23.8M	0.3%	−3,952−1.8%	Reduced	Holders
Q3 2024	217,584	$20.9M	0.2%	−2,142−1.0%	Reduced	Holders
Q2 2024	219,726	$21.8M	0.3%	−24,855−10.2%	Reduced	Holders
Q1 2024	244,581	$29.9M	0.3%	+29,535+13.7%	Added	Holders
Q4 2023	215,046	$19.4M	0.2%	−118,233−35.5%	Reduced	Holders
Q3 2023	333,279	$27.0M	0.3%	+147,058+79.0%	Added	Holders
Q2 2023	186,221	$16.6M	0.3%	−22,043−10.6%	Reduced	Holders
Q1 2023	208,264	$20.9M	0.4%	+27,415+15.2%	Added	Holders
Q4 2022	180,849	$15.7M	0.3%	+2,913+1.6%	Added	Holders
Q3 2022	177,936	$16.8M	0.4%	−4,611−2.5%	Reduced	Holders
Q2 2022	182,547	$17.2M	0.4%	−35,912−16.4%	Reduced	Holders
Q1 2022	218,459	$30.0M	0.4%	+90,602+70.9%	Added	Holders
Q4 2021	127,857	$19.8M	0.5%	−870−0.7%	Reduced	Holders
Q3 2021	128,727	$21.8M	0.5%	+41,382+47.4%	Added	Holders
Q2 2021	87,345	$15.4M	0.5%	+49,663+131.8%	Added	Holders
Q1 2021	37,682	$6.95M	0.4%	–	–	Holders

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