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Livermore
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One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

DIS holding history

Walt Disney Co in every 13F filed by One Charles Private Wealth Services, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of DIS by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,784−100.0%Sold outHolders
Q2 20251,784$221.2K0.1%+1,784NewHolders
Q1 20250$00.0%−1,797−100.0%Sold outHolders
Q4 20241,797$200.1K0.1%−321−15.2%ReducedHolders
Q3 20242,118$203.7K0.1%−47−2.2%ReducedHolders
Q2 20242,165$215.0K0.1%−50−2.3%ReducedHolders
Q1 20242,215$271.0K0.1%+2,215NewHolders
Q3 20230$00.0%−2,517−100.0%Sold outHolders
Q2 20232,517$224.7K0.1%−27−1.1%ReducedHolders
Q1 20232,544$254.7K0.2%−548−17.7%ReducedHolders
Q4 20223,092$268.6K0.2%+31+1.0%AddedHolders
Q3 20223,061$289.0K0.2%+22+0.7%AddedHolders
Q2 20223,039$282.0K0.2%−27−0.9%ReducedHolders
Q1 20223,066$421.0K0.3%+10+0.3%AddedHolders
Q4 20213,056$473.0K0.3%+20+0.7%AddedHolders
Q3 20213,036$514.0K0.3%00.0%UnchangedHolders
Q2 20213,036$534.0K0.4%+3,036NewHolders