Walt Disney Company shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $112k | 993 | 112.79 |
| 2025-09-30 | $117k | 1.0k | 113.92 |
| 2025-06-30 | $126k | 1.0k | 123.53 |
| 2024-12-31 | $113k | 1.0k | 110.57 |
| 2024-09-30 | $96k | 999 | 96.10 |
| 2024-06-30 | $109k | 1.1k | 98.91 |
| 2024-03-31 | $144k | 1.2k | 123.08 |
| 2023-12-31 | $93k | 1.0k | 90.12 |
| 2023-09-30 | $85k | 1.1k | 80.46 |
| 2023-06-30 | $89k | 1.0k | 88.73 |
| 2023-03-31 | $83k | 964 | 86.10 |
| 2022-12-31 | $90k | 964 | 93.36 |
| 2022-09-30 | $91k | 964 | 94.40 |
| 2022-06-30 | $100k | 1.1k | 94.61 |
| 2022-03-31 | $159k | 1.2k | 136.95 |
| 2021-12-31 | $180k | 1.2k | 155.04 |
| 2021-09-30 | $196k | 1.2k | 168.82 |
| 2021-06-30 | $204k | 1.2k | 175.71 |
| 2021-03-31 | $226k | 1.2k | 184.49 |
| 2020-12-31 | $258k | 1.4k | 181.05 |
| 2020-09-30 | $143k | 1.2k | 124.24 |
| 2020-06-30 | $92k | 826 | 111.38 |
| 2020-03-31 | $80k | 826 | 96.85 |
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