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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

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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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
2023-09-30 $292k 3.6k 81.05

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding Walt Disney Company

Vanguard Group
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Royal Bank of Canada
Legal & General Group
Amundi
Bank of New York Mellon
Franklin Resources
Newport Trust
Jennison Associates
Goldman Sachs Group

View all funds holding Walt Disney Company