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Walt Disney Company shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Walt Disney Company by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $630k 5.1k 122.36
2023-12-31 $430k 4.8k 90.29
2023-09-30 $400k 4.9k 81.06
2023-06-30 $415k 4.7k 89.28
2023-03-31 $554k 5.5k 100.14
2022-12-31 $506k 5.8k 86.87
2022-09-30 $538k 5.7k 94.34
2022-06-30 $601k 6.4k 94.27
2022-03-31 $906k 7.8k 116.14
2021-12-31 $1.3M 8.4k 154.82
2021-09-30 $1.4M 8.1k 169.09
2021-06-30 $1.4M 8.1k 175.67
2021-03-31 $1.5M 8.2k 184.51
2020-12-31 $1.3M 7.4k 181.10
2020-09-30 $957k 7.7k 124.00
2020-06-30 $908k 8.1k 111.47
2020-03-31 $805k 8.3k 96.52
2019-12-31 $1.5M 10k 145.49
2019-09-30 $1.1M 8.8k 130.23
2019-06-30 $1.2M 8.6k 139.64
2019-03-31 $996k 9.0k 110.97
2018-12-31 $2.2M 20k 110.52
2018-09-30 $1.3M 12k 116.94
2018-06-30 $1.2M 11k 104.78
2018-03-31 $1.1M 11k 100.41
2017-12-31 $1.1M 11k 108.03
2017-09-30 $542k 5.5k 98.42
2017-06-30 $879k 8.3k 106.13
2017-03-31 $901k 8.0k 112.46
2016-12-31 $939k 8.4k 111.28
2016-09-30 $714k 7.8k 91.06
2016-06-30 $732k 7.5k 97.76
2016-03-31 $750k 7.6k 99.27
2015-12-31 $812k 7.7k 105.07

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

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