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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

DIS holding history

Walt Disney Co in every 13F filed by VisionPoint Advisory Group, 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)
4,792
Value
$461.2K
% of portfolio
0.1%
Quarters held
18
Since Q3 2021
Holdings of DIS by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,792$461.2K0.1%+468+10.8%AddedHolders
Q1 20264,324$416.7K0.1%−10−0.2%ReducedHolders
Q4 20254,334$493.1K0.1%+1,523+54.2%AddedHolders
Q3 20252,811$321.9K0.1%+43+1.6%AddedHolders
Q2 20252,768$343.2K0.1%+2,768NewHolders
Q1 20250$00.0%−8,596−100.0%Sold outHolders
Q4 20248,596$952.6K0.3%−73−0.8%ReducedHolders
Q3 20248,669$833.9K0.3%+1,472+20.5%AddedHolders
Q2 20247,197$714.6K0.3%+1,131+18.6%AddedHolders
Q1 20246,066$742.3K0.3%+1,070+21.4%AddedHolders
Q4 20234,996$451.1K0.2%+568+12.8%AddedHolders
Q3 20234,428$358.9K0.2%+2,413+119.8%AddedHolders
Q2 20232,015$179.9K0.1%−193−8.7%ReducedHolders
Q1 20232,208$215.2K0.1%00.0%UnchangedHolders
Q4 20222,208$237.7K0.1%+2,208NewHolders
Q3 20220$00.0%−2,501−100.0%Sold outHolders
Q2 20222,501$294.0K0.1%−1,898−43.1%ReducedHolders
Q1 20224,399$459.0K0.2%+1,983+82.1%AddedHolders
Q4 20212,416$343.0K0.2%−60−2.4%ReducedHolders
Q3 20212,476$435.0K0.2%+2,476NewHolders