Walt Disney Company shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 2.6k | 114.49 |
| 2025-06-30 | $290k | 2.3k | 124.03 |
| 2025-03-31 | $233k | 2.4k | 98.72 |
| 2024-12-31 | $457k | 4.1k | 111.35 |
| 2024-09-30 | $733k | 7.6k | 96.19 |
| 2024-06-30 | $752k | 7.6k | 99.29 |
| 2024-03-31 | $934k | 7.6k | 122.36 |
| 2023-12-31 | $241k | 2.7k | 90.30 |
| 2023-09-30 | $212k | 2.6k | 81.06 |
| 2023-06-30 | $250k | 2.8k | 89.29 |
| 2023-03-31 | $281k | 2.8k | 100.14 |
| 2022-12-31 | $244k | 2.8k | 86.89 |
| 2022-09-30 | $232k | 2.5k | 94.46 |
| 2022-06-30 | $239k | 2.5k | 94.24 |
| 2021-12-31 | $404k | 2.6k | 155.09 |
| 2021-03-31 | $344k | 2.5k | 137.33 |
More positions owned by Collaborative Wealth Managment
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