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Livermore
Livermore
ZHEN

Wealth Advisory Solutions, LLC

SEC CIK
0001834802
Latest filing
Jul 24, 2026

DIS holding history

Walt Disney Co in every 13F filed by Wealth Advisory Solutions, 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)
4,211
Value
$405.3K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of DIS by Wealth Advisory Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,211$405.3K0.1%−541−11.4%ReducedHolders
Q1 20264,752$458.0K0.1%−13−0.3%ReducedHolders
Q4 20254,765$542.1K0.1%−1,132−19.2%ReducedHolders
Q3 20255,897$675.2K0.2%−37−0.6%ReducedHolders
Q2 20255,934$735.9K0.2%−592−9.1%ReducedHolders
Q1 20256,526$644.1K0.2%−223−3.3%ReducedHolders
Q4 20246,749$751.5K0.2%−68−1.0%ReducedHolders
Q3 20246,817$655.7K0.2%+409+6.4%AddedHolders
Q2 20246,408$636.3K0.2%−474−6.9%ReducedHolders
Q1 20246,882$842.1K0.2%−880−11.3%ReducedHolders
Q4 20237,762$700.8K0.2%−27−0.3%ReducedHolders
Q3 20237,789$631.3K0.1%+7,789NewHolders
Q2 20230$00.0%−6,322−100.0%Sold outHolders
Q1 20236,322$633.0K0.2%+341+5.7%AddedHolders
Q4 20225,981$519.6K0.1%+94+1.6%AddedHolders
Q3 20225,887$555.0K0.2%−34,352−85.4%ReducedHolders
Q2 202240,239$3.80M0.9%−889−2.2%ReducedHolders
Q1 202241,128$5.64M1.2%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202132,058$5.42M1.2%+1,212+3.9%AddedHolders
Q2 202130,846$5.42M1.3%+17,530+131.6%AddedHolders
Q1 202113,316$538.0K0.4%––Holders

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