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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

DIS holding history

Walt Disney Co in every 13F filed by HHM 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)
5,417
Value
$521.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,417$521.4K0.1%00.0%UnchangedHolders
Q1 20265,417$522.1K0.1%−69−1.3%ReducedHolders
Q4 20255,486$624.2K0.1%−10.0%ReducedHolders
Q3 20255,487$628.3K0.1%−12−0.2%ReducedHolders
Q2 20255,499$682.0K0.1%−43−0.8%ReducedHolders
Q1 20255,542$547.0K0.1%−34−0.6%ReducedHolders
Q4 20245,576$620.9K0.1%+3,863+225.5%AddedHolders
Q3 20241,713$164.8K<0.1%−117−6.4%ReducedHolders
Q2 20241,830$181.7K<0.1%+116+6.8%AddedHolders
Q1 20241,714$209.7K<0.1%+32+1.9%AddedHolders
Q4 20231,682$151.9K<0.1%−94−5.3%ReducedHolders
Q3 20231,776$143.9K<0.1%−42−2.3%ReducedHolders
Q2 20231,818$162.3K<0.1%+34+1.9%AddedHolders
Q1 20231,784$178.6K<0.1%−35−1.9%ReducedHolders
Q4 20221,819$158.0K<0.1%−520−22.2%ReducedHolders
Q3 20222,339$221.0K0.1%−825−26.1%ReducedHolders
Q2 20223,164$299.0K0.1%−1,305−29.2%ReducedHolders
Q1 20224,469$613.0K0.1%+83+1.9%AddedHolders
Q4 20214,386$679.0K0.2%+532+13.8%AddedHolders
Q3 20213,854$652.0K0.2%+21+0.5%AddedHolders
Q2 20213,833$674.0K0.2%+403+11.7%AddedHolders
Q1 20213,430$633.0K0.2%––Holders

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