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Livermore
Livermore
ZHEN

Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

DIS holding history

Walt Disney Co in every 13F filed by Opal 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)
6,077
Value
$585.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,077$585.0K0.1%−105−1.7%ReducedHolders
Q1 20266,182$595.9K0.1%−207−3.2%ReducedHolders
Q4 20256,389$726.9K0.2%−58−0.9%ReducedHolders
Q3 20256,447$738.2K0.2%−32−0.5%ReducedHolders
Q2 20256,479$803.5K0.2%+377+6.2%AddedHolders
Q1 20256,102$602.3K0.2%−2,484−28.9%ReducedHolders
Q4 20248,586$956.1K0.3%+2,029+30.9%AddedHolders
Q3 20246,557$630.7K0.2%−74−1.1%ReducedHolders
Q2 20246,631$658.4K0.2%−534−7.5%ReducedHolders
Q1 20247,165$876.7K0.3%+40+0.6%AddedHolders
Q4 20237,125$643.3K0.3%+954+15.5%AddedHolders
Q3 20236,171$500.2K0.3%+2,559+70.8%AddedHolders
Q2 20233,612$322.5K0.2%+3,612NewHolders
Q1 20230$00.0%−2,679−100.0%Sold outHolders
Q4 20222,679$232.8K0.1%−523−16.3%ReducedHolders
Q3 20223,202$302.0K0.2%−301−8.6%ReducedHolders
Q2 20223,503$331.0K0.2%+149+4.4%AddedHolders
Q1 20223,354$460.0K0.4%−349−9.4%ReducedHolders
Q4 20213,703$574.0K0.4%−2,479−40.1%ReducedHolders
Q3 20216,182$1.05M1.0%+1,117+22.1%AddedHolders
Q2 20215,065$890.0K0.8%+83+1.7%AddedHolders
Q1 20214,982$919.0K1.0%––Holders

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