Castle Wealth Management LLC
- SEC CIK
- 0001936420
- Latest filing
- Jul 31, 2026
DIS holding history
Walt Disney Co in every 13F filed by Castle 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 (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −2,247−100.0% | Sold out | Holders |
| Q2 2023 | 2,247 | $200.6K | 0.1% | +52+2.4% | Added | Holders |
| Q1 2023 | 2,195 | $219.8K | 0.2% | +2,195 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −1,895−100.0% | Sold out | Holders |
| Q3 2022 | 1,895 | $179.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 1,895 | $179.0K | 0.1% | – | No prior filing | Holders |