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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

DIS holding history

Walt Disney Co in every 13F filed by Arkadios Wealth Advisors, 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)
49,669
Value
$4.78M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,669$4.78M0.1%−1,838−3.6%ReducedHolders
Q1 202651,507$4.96M0.1%+5,323+11.5%AddedHolders
Q4 202546,184$5.25M0.1%+2,072+4.7%AddedHolders
Q3 202544,112$5.05M0.1%+4,431+11.2%AddedHolders
Q2 202539,681$4.92M0.1%+5,458+15.9%AddedHolders
Q1 202534,223$3.38M0.1%+4,516+15.2%AddedHolders
Q4 202429,707$3.31M0.2%+1,424+5.0%AddedHolders
Q3 202428,283$2.72M0.2%−12,690−31.0%ReducedHolders
Q2 202440,973$4.07M0.3%+7,491+22.4%AddedHolders
Q1 202433,482$4.10M0.3%−3,956−10.6%ReducedHolders
Q4 202337,438$3.38M0.3%+220+0.6%AddedHolders
Q3 202337,218$3.02M0.3%+1,779+5.0%AddedHolders
Q2 202335,439$3.16M0.4%−1,278−3.5%ReducedHolders
Q1 202336,717$3.68M0.4%−2,226−5.7%ReducedHolders
Q4 202238,943$3.38M0.4%+5,109+15.1%AddedHolders
Q3 202233,834$3.19M0.5%+6,099+22.0%AddedHolders
Q2 202227,735$2.62M0.4%+8,855+46.9%AddedHolders
Q1 202218,880$2.59M0.3%+4,278+29.3%AddedHolders
Q4 202114,602$2.26M0.3%+493+3.5%AddedHolders
Q3 202114,109$2.39M0.3%−6,471−31.4%ReducedHolders
Q2 202120,580$3.62M0.4%+5,220+34.0%AddedHolders
Q1 202115,360$2.83M0.5%––Holders

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