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Walt Disney Company shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $394k 4.1k 96.18
2024-06-30 $489k 4.9k 99.29
2024-03-31 $590k 5.2k 112.61
2023-12-31 $415k 4.6k 90.30

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Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
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Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company