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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by IVC 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of DIS by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,356−100.0%Sold outHolders
Q2 20242,356$233.9K0.1%−1,214−34.0%ReducedHolders
Q1 20243,570$436.8K0.3%−355−9.0%ReducedHolders
Q4 20233,925$354.4K0.2%−3,991−50.4%ReducedHolders
Q3 20237,916$641.6K0.4%−496−5.9%ReducedHolders
Q2 20238,412$751.0K0.5%−323−3.7%ReducedHolders
Q1 20238,735$874.6K0.6%−78−0.9%ReducedHolders
Q4 20228,813$765.7K0.6%−269−3.0%ReducedHolders
Q3 20229,082$857.0K0.7%−314−3.3%ReducedHolders
Q2 20229,396$887.0K0.7%−1,035−9.9%ReducedHolders
Q1 202210,431$1.43M0.9%+313+3.1%AddedHolders
Q4 202110,118$1.57M1.0%−267−2.6%ReducedHolders
Q3 202110,385$1.76M1.2%+316+3.1%AddedHolders
Q2 202110,069$1.77M1.2%−226−2.2%ReducedHolders
Q1 202110,295$1.90M1.5%––Holders

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