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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

DIS holding history

Walt Disney Co in every 13F filed by Regent Peak 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)
3,378
Value
$325.1K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of DIS by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,378$325.1K0.1%−243−6.7%ReducedHolders
Q1 20263,621$349.0K0.1%−181−4.8%ReducedHolders
Q4 20253,802$432.6K0.1%+78+2.1%AddedHolders
Q3 20253,724$426.4K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20252,852$281.5K0.1%−68−2.3%ReducedHolders
Q4 20242,920$325.1K0.1%+126+4.5%AddedHolders
Q3 20242,794$268.8K0.1%−90−3.1%ReducedHolders
Q2 20242,884$286.4K0.1%+83+3.0%AddedHolders
Q1 20242,801$342.7K0.1%+94+3.5%AddedHolders
Q4 20232,707$244.4K0.1%+2,707NewHolders
Q3 20230$00.0%−2,422−100.0%Sold outHolders
Q2 20232,422$216.2K0.1%−269−10.0%ReducedHolders
Q1 20232,691$269.4K0.1%−942−25.9%ReducedHolders
Q4 20223,633$316.5K0.1%−218−5.7%ReducedHolders
Q3 20223,851$363.0K0.1%+560+17.0%AddedHolders
Q2 20223,291$310.0K0.1%−1,493−31.2%ReducedHolders
Q1 20224,784$656.0K0.2%+215+4.7%AddedHolders
Q4 20214,569$708.0K0.2%00.0%UnchangedHolders
Q3 20214,569$773.0K0.2%−400−8.0%ReducedHolders
Q2 20214,969$875.0K0.2%−4−0.1%ReducedHolders
Q1 20214,973$917.0K0.3%––Holders

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