Walt Disney Company shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 13k | 90.29 |
| 2023-09-30 | $896k | 11k | 81.05 |
| 2023-06-30 | $1.0M | 12k | 89.28 |
| 2023-03-31 | $1.2M | 12k | 100.13 |
| 2022-12-31 | $1.0M | 12k | 86.88 |
| 2022-09-30 | $1.1M | 12k | 94.34 |
| 2022-06-30 | $1.1M | 12k | 94.39 |
| 2022-03-31 | $1.6M | 12k | 137.20 |
| 2021-09-30 | $643k | 3.8k | 169.21 |
| 2021-06-30 | $668k | 3.8k | 175.79 |
| 2015-06-30 | $281k | 2.5k | 114.32 |
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