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Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

DIS holding history

Walt Disney Co in every 13F filed by Evolution 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of DIS by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,747−100.0%Sold outHolders
Q3 20251,747$200.0K<0.1%−65−3.6%ReducedHolders
Q2 20251,812$224.7K<0.1%−375−17.1%ReducedHolders
Q1 20252,187$215.9K<0.1%−2,034−48.2%ReducedHolders
Q4 20244,221$469.8K0.1%+1,000+31.0%AddedHolders
Q3 20243,221$309.8K0.1%+75+2.4%AddedHolders
Q2 20243,146$319.2K0.1%−1,965−38.4%ReducedHolders
Q1 20245,111$625.4K0.1%−2,331−31.3%ReducedHolders
Q4 20237,442$671.9K0.1%+1,842+32.9%AddedHolders
Q3 20235,600$453.9K0.1%+5,600NewHolders
Q2 20230$00.0%−4,373−100.0%Sold outHolders
Q1 20234,373$437.9K0.1%−74−1.7%ReducedHolders
Q4 20224,447$386.4K0.1%−215−4.6%ReducedHolders
Q3 20224,662$440.0K0.1%−75−1.6%ReducedHolders
Q2 20224,737$447.0K0.1%+233+5.2%AddedHolders
Q1 20224,504$619.0K0.1%00.0%UnchangedHolders
Q4 20214,504$698.0K0.1%00.0%UnchangedHolders
Q3 20214,504$762.0K0.2%−1,074−19.3%ReducedHolders
Q2 20215,578$980.0K0.2%−255−4.4%ReducedHolders
Q1 20215,833$1.08M0.2%––Holders

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