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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

DIS holding history

Walt Disney Co in every 13F filed by Opes 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 Q1 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of DIS by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,233−100.0%Sold outHolders
Q4 20252,233$254.0K<0.1%−622−21.8%ReducedHolders
Q3 20252,855$326.9K0.1%−366−11.4%ReducedHolders
Q2 20253,221$399.4K0.1%−140−4.2%ReducedHolders
Q1 20253,361$331.7K0.1%−118−3.4%ReducedHolders
Q4 20243,479$387.4K0.1%+626+21.9%AddedHolders
Q3 20242,853$274.4K0.1%+475+20.0%AddedHolders
Q2 20242,378$236.1K<0.1%−55−2.3%ReducedHolders
Q1 20242,433$297.7K0.1%−78−3.1%ReducedHolders
Q4 20232,511$226.7K0.1%−236−8.6%ReducedHolders
Q3 20232,747$222.6K0.1%+318+13.1%AddedHolders
Q2 20232,429$216.9K0.1%+55+2.3%AddedHolders
Q1 20232,374$237.7K0.1%+2,374NewHolders
Q4 20220$00.0%−2,207−100.0%Sold outHolders
Q3 20222,207$208.0K0.1%00.0%UnchangedHolders
Q2 20222,207$208.0K0.1%+620+39.1%AddedHolders
Q1 20221,587$218.0K0.1%−155−8.9%ReducedHolders
Q4 20211,742$270.0K0.1%+17+1.0%AddedHolders
Q3 20211,725$292.0K0.1%00.0%UnchangedHolders
Q2 20211,725$303.0K0.1%−115−6.3%ReducedHolders
Q1 20211,840$340.0K0.1%––Holders

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