David Wealth Management LLC

SEC CIK: 0002042337
Latest filing: Jul 22, 2025

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by David 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 overview All 13F holders of DIS Full Q2 2025 holdings

Shares (Q2 2025): 4,300
Value: $533.2K
% of portfolio: 0.4%
Quarters held: 3; Since Q4 2024

Holdings of DIS by David Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	4,300	$533.2K	0.4%	−34−0.8%	Reduced	Holders
Q1 2025	4,334	$427.7K	0.4%	00.0%	Unchanged	Holders
Q4 2024	4,334	$482.5K	0.4%	–	No prior filing	Holders