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Walt Disney Company shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $19M 157k 124.01
2025-03-31 $9.3M 94k 98.91
2024-12-31 $6.6M 59k 111.35
2024-09-30 $9.6M 100k 96.19
2024-03-31 $859k 7.0k 122.36
2023-12-31 $1.0M 11k 90.29
2023-09-30 $311k 3.8k 81.06
2023-06-30 $373k 4.2k 89.29
2023-03-31 $451k 4.5k 100.16
2022-12-31 $696k 8.0k 86.88
2022-09-30 $674k 7.1k 94.29
2022-06-30 $789k 8.4k 94.40
2022-03-31 $9.6M 70k 137.15
2021-12-31 $11M 69k 154.91