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Livermore
Livermore
ZHEN

Baron Silver Stevens Financial Advisors, LLC

SEC CIK
0001851395
Latest filing
Jul 31, 2026

DIS holding history

Walt Disney Co in every 13F filed by Baron Silver Stevens Financial 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)
10,446
Value
$1.01M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Baron Silver Stevens Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,446$1.01M0.1%−23−0.2%ReducedHolders
Q1 202610,469$1.01M0.1%+265+2.6%AddedHolders
Q4 202510,204$1.16M0.2%−161−1.6%ReducedHolders
Q3 202510,365$1.19M0.2%+7,357+244.6%AddedHolders
Q2 20253,008$373.0K0.1%−54−1.8%ReducedHolders
Q1 20253,062$302.2K0.1%−15−0.5%ReducedHolders
Q4 20243,077$342.6K0.1%−42−1.3%ReducedHolders
Q3 20243,119$300.0K0.1%−229−6.8%ReducedHolders
Q2 20243,348$332.4K0.1%−134−3.8%ReducedHolders
Q1 20243,482$426.0K0.1%+273+8.5%AddedHolders
Q4 20233,209$289.8K0.1%−1,737−35.1%ReducedHolders
Q3 20234,946$400.8K0.1%−755−13.2%ReducedHolders
Q2 20235,701$509.0K0.1%−347−5.7%ReducedHolders
Q1 20236,048$605.5K0.2%+292+5.1%AddedHolders
Q4 20225,756$500.0K0.1%+5,756NewHolders
Q3 20220$00.0%−5,866−100.0%Sold outHolders
Q2 20225,866$553.0K0.1%+15+0.3%AddedHolders
Q1 20225,851$802.0K0.2%+2,160+58.5%AddedHolders
Q4 20213,691$571.0K0.1%+241+7.0%AddedHolders
Q3 20213,450$583.0K0.2%−14−0.4%ReducedHolders
Q2 20213,464$609.0K0.2%+264+8.3%AddedHolders
Q1 20213,200$590.0K0.3%––Holders

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