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Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

DIS holding history

Walt Disney Co in every 13F filed by Sage Private 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DIS by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,924−100.0%Sold outHolders
Q1 20252,924$288.7K0.2%+2+0.1%AddedHolders
Q4 20242,922$325.5K0.2%−852−22.6%ReducedHolders
Q3 20243,774$363.1K0.3%+274+7.8%AddedHolders
Q2 20243,500$347.6K0.3%−107−3.0%ReducedHolders
Q1 20243,607$441.5K0.4%+445+14.1%AddedHolders
Q4 20233,162$285.6K0.3%00.0%UnchangedHolders
Q3 20233,162$256.4K0.4%+124+4.1%AddedHolders
Q2 20233,038$271.3K0.4%−72−2.3%ReducedHolders
Q1 20233,110$311.5K0.4%+128+4.3%AddedHolders
Q4 20222,982$259.1K0.3%−215−6.7%ReducedHolders
Q3 20223,197$302.0K0.4%+17+0.5%AddedHolders
Q2 20223,180$300.0K0.4%−130−3.9%ReducedHolders
Q1 20223,310$454.0K0.4%+37+1.1%AddedHolders
Q4 20213,273$507.0K0.6%+192+6.2%AddedHolders
Q3 20213,081$521.0K0.7%−37−1.2%ReducedHolders
Q2 20213,118$548.0K0.7%00.0%UnchangedHolders
Q1 20213,118$575.0K1.0%––Holders

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