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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

DIS holding history

Walt Disney Co in every 13F filed by West 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 2026)
5
Value
$482
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$482<0.1%00.0%UnchangedHolders
Q1 20265$482<0.1%00.0%UnchangedHolders
Q4 20255$569<0.1%00.0%UnchangedHolders
Q3 20255$573<0.1%−86−94.5%ReducedHolders
Q2 202591$11.3K<0.1%00.0%UnchangedHolders
Q1 202591$8.98K<0.1%−9−9.0%ReducedHolders
Q4 2024100$11.1K<0.1%+14+16.3%AddedHolders
Q3 202486$8.27K<0.1%00.0%UnchangedHolders
Q2 202486$8.54K<0.1%00.0%UnchangedHolders
Q1 202486$10.5K<0.1%00.0%UnchangedHolders
Q4 202386$7.76K<0.1%00.0%UnchangedHolders
Q3 202386$6.97K<0.1%−142−62.3%ReducedHolders
Q2 2023228$20.4K<0.1%+86+60.6%AddedHolders
Q1 2023142$14.2K<0.1%00.0%UnchangedHolders
Q4 2022142$12.3K<0.1%00.0%UnchangedHolders
Q3 2022142$13.0K<0.1%00.0%UnchangedHolders
Q2 2022142$13.0K<0.1%−39−21.5%ReducedHolders
Q1 2022181$25.0K<0.1%−734−80.2%ReducedHolders
Q4 2021915$142.0K<0.1%00.0%UnchangedHolders
Q3 2021915$155.0K<0.1%+384+72.3%AddedHolders
Q2 2021531$93.0K<0.1%−325−38.0%ReducedHolders
Q1 2021856$158.0K0.1%––Holders

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