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Howard Financial Services, Ltd.

SEC CIK
0001768130
Latest filing
Jul 7, 2026

DIS holding history

Walt Disney Co in every 13F filed by Howard Financial Services, Ltd., 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)
2,091
Value
$201.3K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of DIS by Howard Financial Services, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,091$201.3K<0.1%+2,091NewHolders
Q1 20260$00.0%−1,980−100.0%Sold outHolders
Q4 20251,980$225.3K<0.1%+1,980NewHolders
Q4 20220$00.0%−3,243−100.0%Sold outHolders
Q3 20223,243$306.0K0.1%−31−0.9%ReducedHolders
Q2 20223,274$309.0K0.1%+1,387+73.5%AddedHolders
Q1 20221,887$259.0K0.1%−35−1.8%ReducedHolders
Q4 20211,922$298.0K0.1%+572+42.4%AddedHolders
Q3 20211,350$228.0K0.1%−191−12.4%ReducedHolders
Q2 20211,541$271.0K0.1%+141+10.1%AddedHolders
Q1 20211,400$258.0K0.1%––Holders

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