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Livermore
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Dodds Wealth, LLC

SEC CIK
0001973728
Latest filing
Aug 6, 2026

DIS holding history

Walt Disney Co in every 13F filed by Dodds Wealth, 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)
2,667
Value
$256.7K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of DIS by Dodds Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,667$256.7K0.1%00.0%UnchangedHolders
Q1 20262,667$257.0K0.1%−10.0%ReducedHolders
Q4 20252,668$303.6K0.1%00.0%UnchangedHolders
Q3 20252,668$305.5K0.1%00.0%UnchangedHolders
Q2 20252,668$330.8K0.1%00.0%UnchangedHolders
Q1 20252,668$263.3K0.1%−29−1.1%ReducedHolders
Q4 20242,697$293.5K0.1%+10.0%AddedHolders
Q3 20242,696$250.7K0.1%00.0%UnchangedHolders
Q2 20242,696$261.6K0.1%00.0%UnchangedHolders
Q1 20242,696$329.9K0.1%−20−0.7%ReducedHolders
Q4 20232,716$245.2K0.1%–No prior filingHolders