SEC 13F Intelligence

Lionsbridge Wealth Management LLC / DIS

Lionsbridge Wealth Management LLC’s Disney Walt Co Position

Does Lionsbridge Wealth Management LLC own Disney Walt Co (DIS)? Not currently — the last reported position was 10.2K shares worth $2M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2021
Shares
10.2K
% of Portfolio
+1.83%
Quarters Held
6
position exited

Position History DIS

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ1 ’20Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ3 ’20Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202110.2K$2M+1.83%
Q4 202010.1K$2M+1.97%
Q3 202010.0K$1M+1.49%
Q2 202010.3K$1M+1.29%
Q1 202010.4K$1M+1.20%
Q4 20198.1K$1M+1.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of DIS.