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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

DIS holding history

Walt Disney Co in every 13F filed by Encompass 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)
2,632
Value
$253.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,632$253.4K0.1%00.0%UnchangedHolders
Q1 20262,632$253.7K0.1%−449−14.6%ReducedHolders
Q4 20253,081$350.6K0.1%00.0%UnchangedHolders
Q3 20253,081$352.8K0.1%00.0%UnchangedHolders
Q2 20253,081$382.1K0.1%−4−0.1%ReducedHolders
Q1 20253,085$304.5K0.1%−499−13.9%ReducedHolders
Q4 20243,584$399.1K0.2%+859+31.5%AddedHolders
Q3 20242,725$262.1K0.1%+8+0.3%AddedHolders
Q2 20242,717$269.7K0.1%−5,385−66.5%ReducedHolders
Q1 20248,102$991.3K0.3%+5,378+197.4%AddedHolders
Q4 20232,724$246.0K0.1%+50+1.9%AddedHolders
Q3 20232,674$216.7K0.1%−1,156−30.2%ReducedHolders
Q2 20233,830$342.0K0.1%00.0%UnchangedHolders
Q1 20233,830$383.5K0.1%−770−16.7%ReducedHolders
Q4 20224,600$399.7K0.1%+100+2.2%AddedHolders
Q3 20224,500$425.0K0.2%00.0%UnchangedHolders
Q2 20224,500$425.0K0.2%00.0%UnchangedHolders
Q1 20224,500$617.0K0.2%+100+2.3%AddedHolders
Q4 20214,400$682.0K0.2%+1,250+39.7%AddedHolders
Q3 20213,150$532.0K0.1%−170−5.1%ReducedHolders
Q2 20213,320$583.0K0.1%00.0%UnchangedHolders
Q1 20213,320$611.0K0.2%––Holders

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