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
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Walt Disney Company by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 11k | 114.50 |
| 2025-06-30 | $2.2M | 18k | 124.01 |
| 2025-03-31 | $1.4M | 14k | 98.70 |
| 2024-12-31 | $1.5M | 13k | 111.35 |
| 2024-09-30 | $1.4M | 14k | 96.19 |
| 2024-06-30 | $1.3M | 13k | 99.29 |
| 2024-03-31 | $1.4M | 11k | 122.36 |
| 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 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors