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Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

DIS holding history

Walt Disney Co in every 13F filed by Jupiter 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)
4,373
Value
$420.9K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DIS by Jupiter Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,373$420.9K0.2%−2,045−31.9%ReducedHolders
Q1 20266,418$673.2K0.3%00.0%UnchangedHolders
Q4 20256,418$657.1K0.3%−2,985−31.7%ReducedHolders
Q3 20259,403$1.08M0.5%00.0%UnchangedHolders
Q2 20259,403$1.10M0.6%+780+9.0%AddedHolders
Q1 20258,623$971.5K0.6%−1,000−10.4%ReducedHolders
Q4 20249,623$1.07M0.5%+2,975+44.8%AddedHolders
Q3 20246,648$639.5K0.3%00.0%UnchangedHolders
Q2 20246,648$622.9K0.3%−4,267−39.1%ReducedHolders
Q1 202410,915$1.15M0.6%+1,720+18.7%AddedHolders
Q4 20239,195$830.2K0.5%+1,125+13.9%AddedHolders
Q3 20238,070$712.3K0.5%−1,125−12.2%ReducedHolders
Q2 20239,195$820.9K0.7%−1,729−15.8%ReducedHolders
Q1 202310,924$1.09M1.0%−5,780−34.6%ReducedHolders
Q4 202216,704$1.45M1.4%−10,515−38.6%ReducedHolders
Q3 202227,219$2.57M2.6%00.0%UnchangedHolders
Q2 202227,219$2.57M2.3%−4,535−14.3%ReducedHolders
Q1 202231,754$4.36M2.7%−3,175−9.1%ReducedHolders
Q4 202134,929$5.41M2.8%+1,015+3.0%AddedHolders
Q3 202133,914$5.92M2.8%−4,352−11.4%ReducedHolders
Q2 202138,266$6.78M3.2%+776+2.1%AddedHolders
Q1 202137,490$6.95M3.5%––Holders

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