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Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Blue Zone 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 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of DIS by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,099−100.0%Sold outHolders
Q1 20263,099$298.7K0.1%−43,198−93.3%ReducedHolders
Q4 202546,297$5.27M1.0%−43−0.1%ReducedHolders
Q3 202546,340$5.31M1.1%+468+1.0%AddedHolders
Q2 202545,872$5.69M1.4%+702+1.6%AddedHolders
Q1 202545,170$4.46M1.2%+3,021+7.2%AddedHolders
Q4 202442,149$4.69M1.4%+1,101+2.7%AddedHolders
Q3 202441,048$3.95M1.2%+510+1.3%AddedHolders
Q2 202440,538$4.03M1.4%−833−2.0%ReducedHolders
Q1 202441,371$5.06M1.7%+376+0.9%AddedHolders
Q4 202340,995$3.70M1.5%+1,048+2.6%AddedHolders
Q3 202339,947$3.24M1.4%+8,040+25.2%AddedHolders
Q2 202331,907$2.85M1.3%+462+1.5%AddedHolders
Q1 202331,445$3.15M1.7%+108+0.3%AddedHolders
Q4 202231,337$2.72M1.5%+803+2.6%AddedHolders
Q3 202230,534$2.88M1.5%−984−3.1%ReducedHolders
Q2 202231,518$2.98M1.3%−589−1.8%ReducedHolders
Q1 202232,107$4.40M1.6%+2,562+8.7%AddedHolders
Q4 202129,545$4.58M1.5%+1,521+5.4%AddedHolders
Q3 202128,024$4.74M1.6%+3,539+14.5%AddedHolders
Q2 202124,485$4.30M1.6%+831+3.5%AddedHolders
Q1 202123,654$4.37M1.9%––Holders

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