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SilverOak Wealth Management LLC

SEC CIK
0001764766
Latest filing
Jul 29, 2026

DIS holding history

Walt Disney Co in every 13F filed by SilverOak Wealth Management 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2024
Holdings of DIS by SilverOak Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,243−100.0%Sold outHolders
Q2 20252,243$278.2K0.1%+2,243NewHolders
Q1 20250$00.0%−1,961−100.0%Sold outHolders
Q4 20241,961$218.4K<0.1%+1,961NewHolders
Q2 20240$00.0%−1,856−100.0%Sold outHolders
Q1 20241,856$227.1K0.1%+1,856NewHolders