Walt Disney Company shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 2.2k | 114.62 |
| 2025-06-30 | $271k | 2.2k | 124.01 |
| 2025-03-31 | $215k | 2.2k | 98.75 |
| 2024-12-31 | $243k | 2.2k | 111.43 |
| 2024-09-30 | $210k | 2.2k | 96.26 |
| 2024-06-30 | $223k | 2.2k | 99.37 |
| 2024-03-31 | $290k | 2.4k | 122.46 |
| 2023-09-30 | $292k | 3.6k | 81.05 |
More positions owned by Lakeshore Financial Planning
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