Skip to main content

DB Wealth Management Group, LLC

SEC CIK
0001843991
Latest filing
Jan 9, 2024

DIS holding history

Walt Disney Co in every 13F filed by DB Wealth Management 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 Q4 2023 holdings

Shares (Q4 2023)
1,699
Value
$153.4K
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of DIS by DB Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,699$153.4K0.1%00.0%UnchangedHolders
Q3 20231,699$137.7K0.1%−300−15.0%ReducedHolders
Q2 20231,999$178.5K0.1%00.0%UnchangedHolders
Q1 20231,999$200.2K0.1%00.0%UnchangedHolders
Q4 20221,999$173.7K0.1%−165−7.6%ReducedHolders
Q3 20222,164$204.0K0.1%00.0%UnchangedHolders
Q2 20222,164$204.0K0.1%00.0%UnchangedHolders
Q1 20222,164$297.0K0.2%00.0%UnchangedHolders
Q4 20212,164$335.0K0.2%00.0%UnchangedHolders
Q3 20212,164$366.0K0.2%00.0%UnchangedHolders
Q2 20212,164$380.0K0.2%00.0%UnchangedHolders
Q1 20212,164$399.0K0.3%––Holders

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