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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

DIS holding history

Walt Disney Co in every 13F filed by Cornerstone Wealth Group, 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)
9,075
Value
$873.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,075$873.5K0.1%+764+9.2%AddedHolders
Q1 20268,311$866.7K0.1%−178−2.1%ReducedHolders
Q4 20258,489$965.8K0.1%+443+5.5%AddedHolders
Q3 20258,046$921.3K0.1%−195−2.4%ReducedHolders
Q2 20258,241$1.02M0.1%−78−0.9%ReducedHolders
Q1 20258,319$821.1K0.1%−33,422−80.1%ReducedHolders
Q4 202441,741$4.65M0.4%+57+0.1%AddedHolders
Q3 202441,684$4.01M0.3%+180.0%AddedHolders
Q2 202441,666$4.14M0.4%+1,643+4.1%AddedHolders
Q1 202440,023$4.90M0.5%+2,898+7.8%AddedHolders
Q4 202337,125$3.35M0.5%+31,008+506.9%AddedHolders
Q3 20236,117$495.8K0.1%+568+10.2%AddedHolders
Q2 20235,549$495.5K0.1%+876+18.7%AddedHolders
Q1 20234,673$467.9K0.1%−328−6.6%ReducedHolders
Q4 20225,001$434.5K0.1%−632−11.2%ReducedHolders
Q3 20225,633$531.0K0.1%+497+9.7%AddedHolders
Q2 20225,136$485.0K0.1%−226−4.2%ReducedHolders
Q1 20225,362$735.0K0.1%+506+10.4%AddedHolders
Q4 20214,856$752.0K0.1%+462+10.5%AddedHolders
Q3 20214,394$743.0K0.1%+474+12.1%AddedHolders
Q2 20213,920$678.0K0.1%−31−0.8%ReducedHolders
Q1 20213,951$723.0K0.1%––Holders

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