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Livermore
Livermore
ZHEN

Schrum Private Wealth Management LLC

SEC CIK
0001914987
Latest filing
Aug 10, 2026

DIS holding history

Walt Disney Co in every 13F filed by Schrum Private Wealth Management 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)
4,820
Value
$478.3K
% of portfolio
0.5%
Quarters held
17
Since Q4 2021
Holdings of DIS by Schrum Private Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,820$478.3K0.5%+4,820NewHolders
Q4 20250$00.0%−2,291−100.0%Sold outHolders
Q3 20252,291$262.3K0.2%+10.0%AddedHolders
Q2 20252,290$283.9K0.2%−900−28.2%ReducedHolders
Q1 20253,190$314.8K0.3%−11−0.3%ReducedHolders
Q4 20243,201$356.5K0.3%−4,189−56.7%ReducedHolders
Q3 20247,390$710.9K0.4%+2,570+53.3%AddedHolders
Q2 20244,820$478.6K0.4%00.0%UnchangedHolders
Q1 20244,820$589.8K0.5%+327+7.3%AddedHolders
Q4 20234,493$405.7K0.6%−378−7.8%ReducedHolders
Q3 20234,871$394.8K0.5%00.0%UnchangedHolders
Q2 20234,871$434.9K0.5%+10+0.2%AddedHolders
Q1 20234,861$486.7K0.6%−205−4.0%ReducedHolders
Q4 20225,066$440.1K0.5%−222−4.2%ReducedHolders
Q3 20225,288$499.0K0.6%−1,577−23.0%ReducedHolders
Q2 20226,865$648.0K0.7%00.0%UnchangedHolders
Q1 20226,865$806.0K0.8%00.0%UnchangedHolders
Q4 20216,865$1.06M1.0%–No prior filingHolders