Skip to main content

My Personal CFO, LLC

SEC CIK
0001916366
Latest filing
Jul 21, 2026

DIS holding history

Walt Disney Co in every 13F filed by My Personal CFO, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of DIS by My Personal CFO, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,602−100.0%Sold outHolders
Q2 20253,602$446.6K0.2%−150−4.0%ReducedHolders
Q1 20253,752$370.3K0.2%−17−0.5%ReducedHolders
Q4 20243,769$419.7K0.2%−15−0.4%ReducedHolders
Q3 20243,784$364.0K0.2%−449−10.6%ReducedHolders
Q2 20244,233$420.3K0.2%−38−0.9%ReducedHolders
Q1 20244,271$522.6K0.3%+108+2.6%AddedHolders
Q4 20234,163$375.9K0.2%+281+7.2%AddedHolders
Q3 20233,882$314.6K0.3%−19−0.5%ReducedHolders
Q2 20233,901$348.3K0.3%−1,097−21.9%ReducedHolders
Q1 20234,998$500.4K0.4%+4,507+917.9%AddedHolders
Q4 2022491$434.9K0.4%−2−0.4%ReducedHolders
Q3 2022493$493.0K0.8%−4,230−89.6%ReducedHolders
Q2 20224,723$446.0K0.6%+170+3.7%AddedHolders
Q1 20224,553$624.0K0.6%+50+1.1%AddedHolders
Q4 20214,503$697.0K0.6%–No prior filingHolders