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Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

DIS holding history

Walt Disney Co in every 13F filed by Crown 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 2026)
2,102
Value
$202.3K
% of portfolio
0.1%
Quarters held
6
Since Q1 2023
Holdings of DIS by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,102$202.3K0.1%−28−1.3%ReducedHolders
Q1 20262,130$205.3K0.1%+143+7.2%AddedHolders
Q4 20251,987$226.1K0.1%+49+2.5%AddedHolders
Q3 20251,938$221.9K0.1%−68−3.4%ReducedHolders
Q2 20252,006$248.8K0.1%+2,006NewHolders
Q2 20230$00.0%−2,566−100.0%Sold outHolders
Q1 20232,566$256.9K0.2%+2,566NewHolders