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Livermore
Livermore
ZHEN

Redmont Wealth Advisors LLC

SEC CIK
0001910482
Latest filing
Feb 6, 2026

DIS holding history

Walt Disney Co in every 13F filed by Redmont Wealth 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 Q4 2025 holdings

Shares (Q4 2025)
2,284
Value
$259.9K
% of portfolio
0.4%
Quarters held
16
Since Q4 2021
Holdings of DIS by Redmont Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20252,284$259.9K0.4%00.0%UnchangedHolders
Q3 20252,284$261.5K0.4%00.0%UnchangedHolders
Q2 20252,284$283.2K0.4%+2,283+228,300.0%AddedHolders
Q1 20251$99<0.1%−2,283−100.0%ReducedHolders
Q4 20242,284$254.3K0.4%00.0%UnchangedHolders
Q3 20242,284$219.7K0.3%00.0%UnchangedHolders
Q2 20242,284$226.8K0.4%00.0%UnchangedHolders
Q1 20242,284$279.5K0.4%−1,803−44.1%ReducedHolders
Q4 20234,087$369.0K0.5%+4,087NewHolders
Q3 20230$00.0%−4,546−100.0%Sold outHolders
Q2 20234,546$405.9K0.7%−2,949−39.3%ReducedHolders
Q1 20237,495$750.5K1.5%+4,994+199.7%AddedHolders
Q4 20222,501$217.3K0.3%00.0%UnchangedHolders
Q3 20222,501$236.0K0.3%00.0%UnchangedHolders
Q2 20222,501$236.0K0.3%−1,750−41.2%ReducedHolders
Q1 20224,251$583.0K0.6%+486+12.9%AddedHolders
Q4 20213,765$583.0K0.6%–No prior filingHolders