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StrongBox Wealth, LLC

SEC CIK
0001812155
Latest filing
Jul 23, 2026

DIS holding history

Walt Disney Co in every 13F filed by StrongBox Wealth, 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)
925
Value
$89.0K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of DIS by StrongBox Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026925$89.0K<0.1%+925NewHolders
Q2 20230$00.0%−2,147−100.0%Sold outHolders
Q1 20232,147$215.0K0.1%+2,147NewHolders
Q4 20220$00.0%−2,367−100.0%Sold outHolders
Q3 20222,367$223.0K0.2%−146−5.8%ReducedHolders
Q2 20222,513$237.0K0.2%−450−15.2%ReducedHolders
Q1 20222,963$406.0K0.2%−244−7.6%ReducedHolders
Q4 20213,207$497.0K0.2%+275+9.4%AddedHolders
Q3 20212,932$496.0K0.3%+336+12.9%AddedHolders
Q2 20212,596$456.0K0.3%+660+34.1%AddedHolders
Q1 20211,936$357.0K0.2%––Holders

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