Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Iams Wealth Management »

Walt Disney Company shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Walt Disney Company by Iams Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$276k	2.9k	96.19

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

Spdr Ser Tr Bloomberg 3-12 M (BILS)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

United Parcel Service CL B (UPS)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

First Tr Value Line Divid In SHS (FVD)

Microsoft Corporation (MSFT)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Exchange-traded Nasd Tech Div (TDIV)

First Tr Exchange Traded Growth Strength (FTGS)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding Walt Disney Company

State Street Corporation

Geode Capital Management

State Farm Mutual Automobile Insurance Company

Bank of America Corporation

Citadel Advisors

Susquehanna International

Jennison Associates

Bank of New York Mellon

Royal Bank of Canada

View all funds holding Walt Disney Company

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z