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Livermore
Livermore
ZHEN

Activest Wealth Management

SEC CIK
0001883134
Latest filing
Jul 16, 2026

DIS holding history

Walt Disney Co in every 13F filed by Activest Wealth Management, 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)
1,669
Value
$160.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of DIS by Activest Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,669$160.7K<0.1%−1,287−43.5%ReducedHolders
Q1 20262,956$284.9K0.1%−572−16.2%ReducedHolders
Q4 20253,528$401.4K0.1%+29+0.8%AddedHolders
Q3 20253,499$400.6K0.1%+34+1.0%AddedHolders
Q2 20253,465$429.6K0.1%+191+5.8%AddedHolders
Q1 20253,274$323.1K0.1%+729+28.6%AddedHolders
Q4 20242,545$283.4K0.1%+10+0.4%AddedHolders
Q3 20242,535$243.9K0.1%−2,246−47.0%ReducedHolders
Q2 20244,781$474.7K0.2%+2,990+166.9%AddedHolders
Q1 20241,791$219.1K0.1%+609+51.5%AddedHolders
Q4 20231,182$106.7K0.1%−3−0.3%ReducedHolders
Q3 20231,185$96.0K0.1%+22+1.9%AddedHolders
Q2 20231,163$175.9K0.1%+46+4.1%AddedHolders
Q1 20231,117$110.0K0.1%+1,117NewHolders
Q3 20220$00.0%−663−100.0%Sold outHolders
Q2 2022663$53.0K<0.1%+64+10.7%AddedHolders
Q1 2022599$82.0K0.1%−532−47.0%ReducedHolders
Q4 20211,131$175.0K0.1%+396+53.9%AddedHolders
Q3 2021735$124.0K0.1%+3+0.4%AddedHolders
Q2 2021732$129.0K0.1%−310−29.8%ReducedHolders
Q1 20211,042$193.0K0.2%––Holders

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