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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

DIS holding history

Walt Disney Co in every 13F filed by Avion Wealth, 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)
1,123
Value
$108.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,123$108.0K<0.1%+133+13.4%AddedHolders
Q1 2026990$95.0K<0.1%−3−0.3%ReducedHolders
Q4 2025993$112.0K<0.1%−34−3.3%ReducedHolders
Q3 20251,027$117.0K<0.1%+7+0.7%AddedHolders
Q2 20251,020$126.0K<0.1%−2−0.2%ReducedHolders
Q1 20251,022$113.0K<0.1%00.0%UnchangedHolders
Q4 20241,022$113.0K<0.1%+23+2.3%AddedHolders
Q3 2024999$96.0K<0.1%−103−9.3%ReducedHolders
Q2 20241,102$109.0K<0.1%−68−5.8%ReducedHolders
Q1 20241,170$144.0K<0.1%+138+13.4%AddedHolders
Q4 20231,032$93.0K<0.1%−24−2.3%ReducedHolders
Q3 20231,056$84.0K<0.1%+53+5.3%AddedHolders
Q2 20231,003$89.0K<0.1%+39+4.0%AddedHolders
Q1 2023964$83.0K<0.1%00.0%UnchangedHolders
Q4 2022964$90.0K<0.1%00.0%UnchangedHolders
Q3 2022964$91.0K<0.1%−93−8.8%ReducedHolders
Q2 20221,057$100.0K<0.1%−104−9.0%ReducedHolders
Q1 20221,161$159.0K<0.1%00.0%UnchangedHolders
Q4 20211,161$180.0K0.1%00.0%UnchangedHolders
Q3 20211,161$196.0K0.1%00.0%UnchangedHolders
Q2 20211,161$204.0K0.1%−64−5.2%ReducedHolders
Q1 20211,225$226.0K0.1%––Holders

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