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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

DIS holding history

Walt Disney Co in every 13F filed by BCS Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of DIS by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,057−100.0%Sold outHolders
Q4 20253,057$347.9K<0.1%+3,057NewHolders
Q3 20250$00.0%−2,043−100.0%Sold outHolders
Q2 20252,043$253.0K0.1%+2,043NewHolders
Q2 20240$00.0%−2,444−100.0%Sold outHolders
Q1 20242,444$299.0K0.1%+2,444NewHolders
Q1 20230$00.0%−2,887−100.0%Sold outHolders
Q4 20222,887$251.0K0.1%+300+11.6%AddedHolders
Q3 20222,587$244.0K0.1%−565−17.9%ReducedHolders
Q2 20223,152$298.0K0.1%−632−16.7%ReducedHolders
Q1 20223,784$519.0K0.2%−425−10.1%ReducedHolders
Q4 20214,209$652.0K0.2%+355+9.2%AddedHolders
Q3 20213,854$652.0K0.3%−89−2.3%ReducedHolders
Q2 20213,943$693.0K0.4%+525+15.4%AddedHolders
Q1 20213,418$631.0K0.3%––Holders

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