Client 1st Advisory Group »

Walt Disney Company shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Walt Disney Company by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $313k 2.8k 111.35
2024-06-30 $209k 2.1k 99.29
2024-03-31 $211k 1.7k 122.36

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Specialized Funds Div App Etf (VIG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Exxon Mobil Corporation (XOM)

View all positions for Client 1st Advisory Group

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Jennison Associates
Amundi
Alliancebernstein
Susquehanna International
Nuveen Asset Management
Bank of New York Mellon

View all funds holding Walt Disney Company