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EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

DIS holding history

Walt Disney Co in every 13F filed by EPG Wealth Management 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DIS by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,336−100.0%Sold outHolders
Q1 20252,336$230.6K0.1%−91−3.7%ReducedHolders
Q4 20242,427$270.3K0.1%−352−12.7%ReducedHolders
Q3 20242,779$267.3K0.1%+2,779AddedHolders
Q2 20240$303.0K0.1%−3,059−100.0%ReducedHolders
Q1 20243,059$374.3K0.1%−399−11.5%ReducedHolders
Q4 20233,458$381.9K0.1%−264−7.1%ReducedHolders
Q3 20233,722$301.6K0.1%+36+1.0%AddedHolders
Q2 20233,686$329.1K0.1%−601−14.0%ReducedHolders
Q1 20234,287$429.2K0.1%−236−5.2%ReducedHolders
Q4 20224,523$393.0K0.1%−15,693−77.6%ReducedHolders
Q3 202220,216$1.91M0.8%−24−0.1%ReducedHolders
Q2 202220,240$1.91M0.8%−851−4.0%ReducedHolders
Q1 202221,091$2.89M1.0%−293−1.4%ReducedHolders
Q4 202121,384$3.31M1.2%+5,066+31.0%AddedHolders
Q3 202116,318$2.76M1.1%+237+1.5%AddedHolders
Q2 202116,081$2.83M1.2%+217+1.4%AddedHolders
Q1 202115,864$2.93M1.4%––Holders

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