Diversify Wealth Management »

Walt Disney Company shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 44k 112.12
2025-06-30 $5.5M 49k 113.72
2025-03-31 $4.1M 45k 91.17
2024-12-31 $4.2M 38k 108.65
2024-09-30 $2.3M 24k 96.24
2024-06-30 $2.0M 23k 87.78

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
Northern Trust
Jennison Associates
Ubs Global Asset Management Americas
Bank of New York Mellon
Ameriprise Financial
Loomis, Sayles and
Nuveen

View all funds holding Walt Disney Company