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Livermore
Livermore
ZHEN

Independent Solutions Wealth Management, LLC

SEC CIK
0001818391
Latest filing
Jul 29, 2026

DIS holding history

Walt Disney Co in every 13F filed by Independent Solutions 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DIS by Independent Solutions Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,804−100.0%Sold outHolders
Q4 20251,804$205.2K<0.1%−100−5.3%ReducedHolders
Q3 20251,904$218.0K<0.1%−200−9.5%ReducedHolders
Q2 20252,104$260.9K0.1%−680−24.4%ReducedHolders
Q1 20252,784$274.7K0.1%−27−1.0%ReducedHolders
Q4 20242,811$313.0K0.1%−370−11.6%ReducedHolders
Q3 20243,181$305.9K0.1%−957−23.1%ReducedHolders
Q2 20244,138$410.8K0.1%−175−4.1%ReducedHolders
Q1 20244,313$527.7K0.1%−470−9.8%ReducedHolders
Q4 20234,783$431.8K0.1%−855−15.2%ReducedHolders
Q3 20235,638$456.9K0.1%−1,127−16.7%ReducedHolders
Q2 20236,765$604.0K0.2%−132−1.9%ReducedHolders
Q1 20236,897$690.6K0.2%+350+5.3%AddedHolders
Q4 20226,547$568.8K0.2%−1,476−18.4%ReducedHolders
Q3 20228,023$756.8K0.2%−20−0.2%ReducedHolders
Q2 20228,043$759.2K0.2%−2,585−24.3%ReducedHolders
Q1 202210,628$1.46M0.4%−177−1.6%ReducedHolders
Q4 202110,805$1.67M0.4%+2,169+25.1%AddedHolders
Q3 20218,636$1.46M0.4%−25−0.3%ReducedHolders
Q2 20218,661$1.52M0.4%−305−3.4%ReducedHolders
Q1 20218,966$1.65M0.5%––Holders

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