Skip to main content
Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

DIS holding history

Walt Disney Co in every 13F filed by SOA 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)
6,332
Value
$609.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,332$609.4K0.1%−156−2.4%ReducedHolders
Q1 20266,488$625.3K0.1%−1,657−20.3%ReducedHolders
Q4 20258,145$926.6K0.2%−393−4.6%ReducedHolders
Q3 20258,538$977.6K0.2%+273+3.3%AddedHolders
Q2 20258,265$1.02M0.2%−897−9.8%ReducedHolders
Q1 20259,162$904.3K0.2%−543−5.6%ReducedHolders
Q4 20249,705$1.08M0.2%−1,974−16.9%ReducedHolders
Q3 202411,679$1.12M0.2%−1,248−9.7%ReducedHolders
Q2 202412,927$1.28M0.3%−4,460−25.7%ReducedHolders
Q1 202417,387$2.13M0.4%−158−0.9%ReducedHolders
Q4 202317,545$1.58M0.4%00.0%UnchangedHolders
Q3 202317,545$1.42M0.4%−1,920−9.9%ReducedHolders
Q2 202319,465$1.74M0.4%−8,023−29.2%ReducedHolders
Q1 202327,488$2.75M0.7%+141+0.5%AddedHolders
Q4 202227,347$2.38M0.6%−412−1.5%ReducedHolders
Q3 202227,759$2.62M0.8%+265+1.0%AddedHolders
Q2 202227,494$2.60M0.8%−762−2.7%ReducedHolders
Q1 202228,256$3.88M0.9%−26−0.1%ReducedHolders
Q4 202128,282$4.41M1.1%−199−0.7%ReducedHolders
Q3 202128,481$4.82M1.2%+54+0.2%AddedHolders
Q2 202128,427$5.00M1.3%−1,744−5.8%ReducedHolders
Q1 202130,171$5.57M1.6%––Holders

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