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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Lifeworks 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)
6,311
Value
$607.5K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of DIS by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,311$607.5K0.1%−20−0.3%ReducedHolders
Q1 20266,331$610.2K0.1%+22+0.3%AddedHolders
Q4 20256,309$717.8K0.1%−372−5.6%ReducedHolders
Q3 20256,681$765.0K0.1%+129+2.0%AddedHolders
Q2 20256,552$812.6K0.1%+386+6.3%AddedHolders
Q1 20256,166$608.6K0.1%+522+9.2%AddedHolders
Q4 20245,644$628.5K0.1%−254−4.3%ReducedHolders
Q3 20245,898$567.3K0.1%+471+8.7%AddedHolders
Q2 20245,427$538.8K0.2%−538−9.0%ReducedHolders
Q1 20245,965$729.9K0.2%+512+9.4%AddedHolders
Q4 20235,453$492.4K0.2%−713−11.6%ReducedHolders
Q3 20236,166$499.8K0.2%−33−0.5%ReducedHolders
Q2 20236,199$553.4K0.2%+13+0.2%AddedHolders
Q1 20236,186$619.4K0.3%+430+7.5%AddedHolders
Q4 20225,756$500.1K0.3%−1,350−19.0%ReducedHolders
Q3 20227,106$757.0K0.4%+83+1.2%AddedHolders
Q2 20227,023$663.0K0.4%+1,372+24.3%AddedHolders
Q1 20225,651$775.0K0.5%−3,133−35.7%ReducedHolders
Q4 20218,784$1.36M1.1%–No prior filingHolders