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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

DIS holding history

Walt Disney Co in every 13F filed by Visionary 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)
2,471
Value
$237.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,471$237.8K<0.1%−258−9.5%ReducedHolders
Q1 20262,729$263.0K<0.1%−308−10.1%ReducedHolders
Q4 20253,037$345.6K<0.1%−486−13.8%ReducedHolders
Q3 20253,523$403.4K<0.1%+6+0.2%AddedHolders
Q2 20253,517$436.1K<0.1%+355+11.2%AddedHolders
Q1 20253,162$312.1K<0.1%−99−3.0%ReducedHolders
Q4 20243,261$363.1K<0.1%−327−9.1%ReducedHolders
Q3 20243,588$345.1K<0.1%−401−10.1%ReducedHolders
Q2 20243,989$396.1K<0.1%−1,197−23.1%ReducedHolders
Q1 20245,186$634.6K<0.1%−152−2.8%ReducedHolders
Q4 20235,338$482.0K<0.1%−251−4.5%ReducedHolders
Q3 20235,589$453.0K<0.1%+24+0.4%AddedHolders
Q2 20235,565$496.9K<0.1%−164−2.9%ReducedHolders
Q1 20235,729$573.7K<0.1%+295+5.4%AddedHolders
Q4 20225,434$472.0K<0.1%−602−10.0%ReducedHolders
Q3 20226,036$569.0K0.1%−3,847−38.9%ReducedHolders
Q2 20229,883$933.0K0.1%−1,227−11.0%ReducedHolders
Q1 202211,110$1.52M0.1%+524+4.9%AddedHolders
Q4 202110,586$1.64M0.1%+1,446+15.8%AddedHolders
Q3 20219,140$1.55M0.2%−1,316−12.6%ReducedHolders
Q2 202110,456$1.84M0.2%−79−0.7%ReducedHolders
Q1 202110,535$1.94M0.2%––Holders

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