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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

DIS holding history

Walt Disney Co in every 13F filed by Moser Wealth Advisors, 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 2025 holdings

Shares (Q2 2025)
82
Value
$10.2K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of DIS by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202582$10.2K<0.1%−465−85.0%ReducedHolders
Q1 2025547$54.0K<0.1%+82+17.6%AddedHolders
Q4 2024465$51.8K<0.1%−400−46.2%ReducedHolders
Q3 2024865$83.2K<0.1%−80−8.5%ReducedHolders
Q2 2024945$93.8K0.1%00.0%UnchangedHolders
Q1 2024945$115.6K0.1%00.0%UnchangedHolders
Q4 2023945$85.3K0.1%00.0%UnchangedHolders
Q3 2023945$76.6K0.1%00.0%UnchangedHolders
Q2 2023945$84.4K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022945$82.1K0.1%00.0%UnchangedHolders
Q3 2022945$89.0K0.1%+230+32.2%AddedHolders
Q2 2022715$67.0K<0.1%00.0%UnchangedHolders
Q1 2022715$98.0K0.1%−7−1.0%ReducedHolders
Q4 2021722$112.0K0.1%00.0%UnchangedHolders
Q3 2021722$122.0K0.1%00.0%UnchangedHolders
Q2 2021722$127.0K0.1%+250+53.0%AddedHolders
Q1 2021472$87.0K0.1%––Holders

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