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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Octavia Wealth 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 2026)
2,912
Value
$282.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,912$282.5K<0.1%−1,461−33.4%ReducedHolders
Q1 20264,373$421.4K<0.1%−63−1.4%ReducedHolders
Q4 20254,436$508.0K<0.1%+87+2.0%AddedHolders
Q3 20254,349$498.0K<0.1%−41−0.9%ReducedHolders
Q2 20254,390$544.4K0.1%−658−13.0%ReducedHolders
Q1 20255,048$498.2K0.1%+231+4.8%AddedHolders
Q4 20244,817$538.8K0.1%−962−16.6%ReducedHolders
Q3 20245,779$555.9K0.1%−3,348−36.7%ReducedHolders
Q2 20249,127$906.2K0.1%−1,845−16.8%ReducedHolders
Q1 202410,972$1.34M0.2%+151+1.4%AddedHolders
Q4 202310,821$980.2K0.2%−165−1.5%ReducedHolders
Q3 202310,986$890.4K0.2%+1,778+19.3%AddedHolders
Q2 20239,208$822.1K0.2%+135+1.5%AddedHolders
Q1 20239,073$908.5K0.2%−37−0.4%ReducedHolders
Q4 20229,110$791.5K0.2%+117+1.3%AddedHolders
Q3 20228,993$848.0K0.2%−84−0.9%ReducedHolders
Q2 20229,077$861.0K0.2%+942+11.6%AddedHolders
Q1 20228,135$1.12M0.2%−129−1.6%ReducedHolders
Q4 20218,264$1.28M0.3%+969+13.3%AddedHolders
Q3 20217,295$1.24M0.3%+152+2.1%AddedHolders
Q2 20217,143$1.26M0.3%+1,008+16.4%AddedHolders
Q1 20216,135$1.13M0.3%––Holders

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