Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
DIS holding history
Walt Disney Co in every 13F filed by Meriwether Wealth & Planning, 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)
- 2,170
- Value
- $208.9K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,170 | $208.9K | 0.1% | −30−1.4% | Reduced | Holders |
| Q1 2026 | 2,200 | $212.0K | 0.1% | −439−16.6% | Reduced | Holders |
| Q4 2025 | 2,639 | $300.2K | 0.2% | −70−2.6% | Reduced | Holders |
| Q3 2025 | 2,709 | $310.2K | 0.2% | −46−1.7% | Reduced | Holders |
| Q2 2025 | 2,755 | $341.6K | 0.2% | −456−14.2% | Reduced | Holders |
| Q1 2025 | 3,211 | $316.9K | 0.2% | +19+0.6% | Added | Holders |
| Q4 2024 | 3,192 | $355.4K | 0.3% | – | No prior filing | Holders |