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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

DIS holding history

Walt Disney Co in every 13F filed by Altus Wealth Group 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)
4,645
Value
$447.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DIS by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,645$447.1K0.2%−92−1.9%ReducedHolders
Q1 20264,737$456.6K0.2%−17−0.4%ReducedHolders
Q4 20254,754$540.9K0.2%+73+1.6%AddedHolders
Q3 20254,681$536.0K0.2%−308−6.2%ReducedHolders
Q2 20254,989$618.7K0.3%−60−1.2%ReducedHolders
Q1 20255,049$498.3K0.2%−16−0.3%ReducedHolders
Q4 20245,065$564.0K0.2%−47−0.9%ReducedHolders
Q3 20245,112$491.7K0.2%−339−6.2%ReducedHolders
Q2 20245,451$541.2K0.3%−15−0.3%ReducedHolders
Q1 20245,466$668.8K0.3%−122−2.2%ReducedHolders
Q4 20235,588$504.5K0.3%−370−6.2%ReducedHolders
Q3 20235,958$482.9K0.3%+67+1.1%AddedHolders
Q2 20235,891$525.9K0.3%−173−2.9%ReducedHolders
Q1 20236,064$607.2K0.4%+40+0.7%AddedHolders
Q4 20226,024$523.3K0.4%+456+8.2%AddedHolders
Q3 20225,568$942.0K0.9%00.0%UnchangedHolders
Q2 20225,568$942.0K0.9%−443−7.4%ReducedHolders
Q1 20226,011$824.0K0.7%−45−0.7%ReducedHolders
Q4 20216,056$938.0K0.8%+488+8.8%AddedHolders
Q3 20215,568$942.0K0.9%+681+13.9%AddedHolders
Q2 20214,887$859.0K0.8%+449+10.1%AddedHolders
Q1 20214,438$818.0K0.8%––Holders

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