Skip to main content

Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

DIS holding history

Walt Disney Co in every 13F filed by Edge Financial Advisors 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 Q4 2025 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of DIS by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,020−100.0%Sold outHolders
Q3 20252,020$231.3K0.1%−111−5.2%ReducedHolders
Q2 20252,131$264.2K0.1%−100−4.5%ReducedHolders
Q1 20252,231$220.2K0.1%+88+4.1%AddedHolders
Q4 20242,143$238.7K0.2%+2,143NewHolders
Q3 20240$00.0%−2,043−100.0%Sold outHolders
Q2 20242,043$202.9K0.2%+302+17.3%AddedHolders
Q1 20241,741$213.0K0.2%–No prior filingHolders