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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

DIS holding history

Walt Disney Co in every 13F filed by Liberty 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 (Q2 2026)
6,962
Value
$671.3K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,962$671.3K0.1%00.0%UnchangedHolders
Q1 20266,962$671.3K0.1%−363−5.0%ReducedHolders
Q4 20257,325$833.4K0.1%+30+0.4%AddedHolders
Q3 20257,295$835.3K0.1%−236−3.1%ReducedHolders
Q2 20257,531$933.9K0.1%+41+0.5%AddedHolders
Q1 20257,490$739.3K0.1%−131−1.7%ReducedHolders
Q4 20247,621$848.6K0.1%+44+0.6%AddedHolders
Q3 20247,577$729.0K0.1%−9,308−55.1%ReducedHolders
Q2 202416,885$701.0K0.1%+9,918+142.4%AddedHolders
Q1 20246,967$853.0K0.2%−575−7.6%ReducedHolders
Q4 20237,542$681.0K0.1%−100−1.3%ReducedHolders
Q3 20237,642$619.0K0.2%−126−1.6%ReducedHolders
Q2 20237,768$693.6K0.2%−112−1.4%ReducedHolders
Q1 20237,880$789.1K0.2%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20228,239$777.0K0.2%−1,699−17.1%ReducedHolders
Q2 20229,938$1.07M0.4%−353−3.4%ReducedHolders
Q1 202210,291$1.38M0.5%+603+6.2%AddedHolders
Q4 20219,688$1.50M0.6%+33+0.3%AddedHolders
Q3 20219,655$1.64M0.6%+1,623+20.2%AddedHolders
Q2 20218,032$1.44M0.6%+237+3.0%AddedHolders
Q1 20217,795$1.33M0.7%––Holders

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