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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

DIS holding history

Walt Disney Co in every 13F filed by Everhart Financial Group, Inc., 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)
9,464
Value
$910.9K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of DIS by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,464$910.9K0.1%+1,281+15.7%AddedHolders
Q1 20268,183$788.7K0.1%+29+0.4%AddedHolders
Q4 20258,154$927.7K0.1%+79+1.0%AddedHolders
Q3 20258,075$924.6K0.1%+368+4.8%AddedHolders
Q2 20257,707$955.7K0.1%−1,253−14.0%ReducedHolders
Q1 20258,960$884.3K0.1%+1,010+12.7%AddedHolders
Q4 20247,950$885.2K0.2%+1,444+22.2%AddedHolders
Q3 20246,506$616.2K0.1%−368−5.4%ReducedHolders
Q2 20246,874$672.6K0.2%+1,110+19.3%AddedHolders
Q1 20245,764$705.3K0.2%+709+14.0%AddedHolders
Q4 20235,055$456.4K0.2%+5,055NewHolders
Q3 20230$00.0%−2,545−100.0%Sold outHolders
Q2 20232,545$227.2K0.1%−703−21.6%ReducedHolders
Q1 20233,248$325.2K0.1%+3,248NewHolders
Q4 20220$00.0%−4,929−100.0%Sold outHolders
Q3 20224,929$465.0K0.3%+2,047+71.0%AddedHolders
Q2 20222,882$272.0K0.2%−549−16.0%ReducedHolders
Q1 20223,431$471.0K0.3%+3,431NewHolders
Q4 20210$00.0%−2,803−100.0%Sold outHolders
Q3 20212,803$474.0K0.3%+454+19.3%AddedHolders
Q2 20212,349$413.0K0.3%+1,242+112.2%AddedHolders
Q1 20211,107$205.0K0.2%––Holders

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