Walt Disney Company shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 1.8k | 114.50 |
| 2025-06-30 | $247k | 2.0k | 124.01 |
| 2024-03-31 | $260k | 2.1k | 122.36 |
| 2023-06-30 | $243k | 2.7k | 89.28 |
| 2023-03-31 | $276k | 2.8k | 100.13 |
| 2022-12-31 | $249k | 2.9k | 86.88 |
| 2022-09-30 | $217k | 2.3k | 94.43 |
| 2022-06-30 | $217k | 2.3k | 94.43 |
| 2022-03-31 | $341k | 2.5k | 137.33 |
| 2021-12-31 | $381k | 2.5k | 154.69 |
| 2021-09-30 | $417k | 2.5k | 169.31 |
| 2021-06-30 | $458k | 2.6k | 175.95 |
| 2021-03-31 | $466k | 2.5k | 184.55 |
| 2020-12-31 | $533k | 2.9k | 181.11 |
| 2020-09-30 | $261k | 2.1k | 123.99 |
| 2020-06-30 | $254k | 2.3k | 111.35 |
| 2018-03-31 | $49k | 488 | 100.41 |
| 2017-12-31 | $58k | 541 | 107.21 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners