Walt Disney Company shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 2.7k | 114.50 |
| 2025-06-30 | $325k | 2.6k | 124.01 |
| 2025-03-31 | $257k | 2.6k | 98.70 |
| 2024-12-31 | $283k | 2.5k | 111.35 |
| 2024-09-30 | $238k | 2.5k | 96.19 |
| 2024-06-30 | $284k | 2.9k | 99.29 |
| 2024-03-31 | $264k | 2.2k | 122.36 |
| 2022-03-31 | $317k | 2.3k | 137.05 |
| 2021-12-31 | $306k | 2.0k | 155.02 |
| 2021-09-30 | $245k | 1.5k | 168.97 |
| 2021-06-30 | $250k | 1.4k | 175.44 |
| 2021-03-31 | $263k | 1.4k | 184.56 |
| 2020-12-31 | $258k | 1.4k | 181.05 |