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Livermore
Livermore
ZHEN

Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

DIS holding history

Walt Disney Co in every 13F filed by Bernardo Wealth Planning 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DIS by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,932−100.0%Sold outHolders
Q4 20251,932$219.8K<0.1%+1+0.1%AddedHolders
Q3 20251,931$221.1K<0.1%−36−1.8%ReducedHolders
Q2 20251,967$244.0K0.1%+1,967NewHolders
Q1 20250$00.0%−2,036−100.0%Sold outHolders
Q4 20242,036$221.2K0.1%−768−27.4%ReducedHolders
Q3 20242,804$271.0K0.1%+2,804NewHolders
Q2 20240$00.0%−1,989−100.0%Sold outHolders
Q1 20241,989$243.3K0.1%+1,989NewHolders
Q4 20230$00.0%−2,786−100.0%Sold outHolders
Q3 20232,786$225.8K0.1%+293+11.8%AddedHolders
Q2 20232,493$222.6K0.1%+18+0.7%AddedHolders
Q1 20232,475$247.9K0.1%00.0%UnchangedHolders
Q4 20222,475$215.1K0.1%00.0%UnchangedHolders
Q3 20222,475$252.0K0.1%+15+0.6%AddedHolders
Q2 20222,460$232.0K0.1%+50+2.1%AddedHolders
Q1 20222,410$330.0K0.2%+192+8.7%AddedHolders
Q4 20212,218$343.0K0.2%+249+12.6%AddedHolders
Q3 20211,969$333.0K0.2%+1+0.1%AddedHolders
Q2 20211,968$345.0K0.2%00.0%UnchangedHolders
Q1 20211,968$363.0K0.2%––Holders

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