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Walt Disney Company shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Walt Disney Company

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All positions including Walt Disney Company held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $119k 1.3k 90.29
2023-09-30 $108k 1.3k 81.05
2023-06-30 $144k 1.6k 87.82
2023-03-31 $164k 1.6k 100.13
2022-12-31 $129k 1.5k 86.88
2022-09-30 $136k 1.4k 94.25
2022-06-30 $160k 1.7k 94.51
2022-03-31 $211k 1.5k 137.37
2021-12-31 $271k 1.8k 154.86
2021-09-30 $278k 1.6k 169.31
2021-06-30 $291k 1.7k 175.83
2021-03-31 $398k 2.2k 184.69
2020-12-31 $282k 1.6k 181.35
2020-09-30 $205k 1.7k 123.87
2020-06-30 $190k 1.7k 111.44
2020-03-31 $174k 1.8k 96.45
2019-12-31 $210k 1.5k 144.83
2019-09-30 $177k 1.4k 130.34
2019-06-30 $190k 1.4k 139.91
2019-03-31 $105k 948 110.76
2018-12-31 $60k 548 109.49
2018-09-30 $64k 548 116.79
2018-06-30 $57k 548 104.01
2018-03-31 $34k 336 101.19
2017-12-31 $36k 336 107.14
2017-09-30 $33k 336 98.21
2017-03-31 $231k 2.0k 113.63
2016-12-31 $255k 2.4k 104.17
2016-09-30 $227k 2.4k 92.73
2016-06-30 $230k 2.3k 97.96
2016-03-31 $273k 2.8k 99.27
2015-12-31 $343k 3.3k 105.15
2015-09-30 $255k 2.5k 102.29
2015-06-30 $285k 2.5k 114.32
2015-03-31 $264k 2.5k 104.93
2014-12-31 $236k 2.5k 94.32

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Royal Bank of Canada
Legal & General Group
Amundi
Bank of New York Mellon
Franklin Resources
Newport Trust
Goldman Sachs Group
T. Rowe Price Associates
Massachusetts Financial Services

View all funds holding Walt Disney Company