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Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

DIS holding history

Walt Disney Co in every 13F filed by Fortress 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of DIS by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,121−100.0%Sold outHolders
Q1 20232,121$212.4K0.2%−2,313−52.2%ReducedHolders
Q4 20224,434$385.2K0.3%+1,750+65.2%AddedHolders
Q3 20222,684$253.0K0.2%−112−4.0%ReducedHolders
Q2 20222,796$264.0K0.2%−1,586−36.2%ReducedHolders
Q1 20224,382$601.0K0.5%−6−0.1%ReducedHolders
Q4 20214,388$646.0K0.5%+412+10.4%AddedHolders
Q3 20213,976$673.0K0.6%+226+6.0%AddedHolders
Q2 20213,750$659.0K0.6%–No prior filingHolders