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Bridgewealth Advisory Group, LLC

SEC CIK
0001801982
Latest filing
Jul 27, 2026

DIS holding history

Walt Disney Co in every 13F filed by Bridgewealth Advisory 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2022
Holdings of DIS by Bridgewealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,155−100.0%Sold outHolders
Q4 20252,155$245.1K0.1%−10−0.5%ReducedHolders
Q3 20252,165$247.9K0.1%−70−3.1%ReducedHolders
Q2 20252,235$277.2K0.1%+2,235NewHolders
Q1 20250$00.0%−4,735−100.0%Sold outHolders
Q4 20244,735$518.9K0.1%+542+12.9%AddedHolders
Q3 20244,193$403.3K0.1%+334+8.7%AddedHolders
Q2 20243,859$383.1K0.2%+8+0.2%AddedHolders
Q1 20243,851$471.3K0.2%−525−12.0%ReducedHolders
Q4 20234,376$395.1K0.3%+500+12.9%AddedHolders
Q3 20233,876$314.1K0.4%−115−2.9%ReducedHolders
Q2 20233,991$356.4K0.6%−10.0%ReducedHolders
Q1 20233,992$399.7K0.7%+275+7.4%AddedHolders
Q4 20223,717$322.9K0.6%–No prior filingHolders