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Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

DIS holding history

Walt Disney Co in every 13F filed by Balanced Wealth Group 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of DIS by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,451−100.0%Sold outHolders
Q4 20242,451$277.1K0.1%+2,451NewHolders