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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

DIS holding history

Walt Disney Co in every 13F filed by Keebeck 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 2026)
4,227
Value
$410.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,227$410.0K<0.1%+1,461+52.8%AddedHolders
Q1 20262,766$266.6K<0.1%+179+6.9%AddedHolders
Q4 20252,587$296.2K<0.1%−221−7.9%ReducedHolders
Q3 20252,808$321.5K<0.1%+102+3.8%AddedHolders
Q2 20252,706$336.9K<0.1%+398+17.2%AddedHolders
Q1 20252,308$227.8K<0.1%−162−6.6%ReducedHolders
Q4 20242,470$276.2K<0.1%+218+9.7%AddedHolders
Q3 20242,252$216.6K<0.1%+10+0.4%AddedHolders
Q2 20242,242$222.6K<0.1%00.0%UnchangedHolders
Q1 20242,242$274.3K<0.1%+20+0.9%AddedHolders
Q4 20232,222$201.4K<0.1%+2,222NewHolders
Q3 20230$00.0%−2,622−100.0%Sold outHolders
Q2 20232,622$234.1K<0.1%−27−1.0%ReducedHolders
Q1 20232,649$265.2K<0.1%−187−6.6%ReducedHolders
Q4 20222,836$246.4K<0.1%−2,341−45.2%ReducedHolders
Q3 20225,177$488.0K0.1%−200−3.7%ReducedHolders
Q2 20225,377$508.0K0.1%−565−9.5%ReducedHolders
Q1 20225,942$815.0K0.1%+67+1.1%AddedHolders
Q4 20215,875$910.0K0.2%−189−3.1%ReducedHolders
Q3 20216,064$1.03M0.2%−59−1.0%ReducedHolders
Q2 20216,123$1.08M0.2%00.0%UnchangedHolders
Q1 20216,123$1.13M0.2%––Holders

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