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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Plotkin Financial 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of DIS by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,073−100.0%Sold outHolders
Q1 20232,073$207.6K0.2%+2,073NewHolders
Q2 20220$00.0%−1,873−100.0%Sold outHolders
Q1 20221,873$257.0K0.2%+43+2.3%AddedHolders
Q4 20211,830$283.5K0.2%+29+1.6%AddedHolders
Q3 20211,801$304.8K0.2%+81+4.7%AddedHolders
Q2 20211,720$302.4K0.2%+622+56.6%AddedHolders
Q1 20211,098$202.7K0.1%––Holders

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