Walt Disney Company shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 13k | 114.50 |
| 2025-06-30 | $1.4M | 12k | 124.01 |
| 2025-03-31 | $1.3M | 13k | 98.56 |
| 2024-12-31 | $1.7M | 15k | 111.35 |
| 2024-09-30 | $2.0M | 21k | 96.16 |
| 2024-06-30 | $1.7M | 17k | 99.29 |
| 2024-03-31 | $1.9M | 15k | 122.37 |
| 2023-12-31 | $1.5M | 17k | 90.29 |
| 2023-09-30 | $861k | 4.8k | 178.77 |
| 2023-06-30 | $614k | 6.9k | 89.28 |