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
Download as csvQuarterly 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 |
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