Walt Disney Company shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Walt Disney Company
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All positions including Walt Disney Company held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 13k | 114.50 |
| 2025-06-30 | $1.7M | 13k | 124.01 |
| 2025-03-31 | $1.3M | 13k | 98.70 |
| 2024-12-31 | $1.5M | 13k | 111.35 |
| 2024-09-30 | $1.2M | 12k | 96.19 |
| 2024-06-30 | $1.2M | 13k | 99.29 |
| 2024-03-31 | $1.5M | 12k | 122.36 |
| 2023-12-31 | $993k | 11k | 90.29 |
| 2023-09-30 | $672k | 8.3k | 81.05 |
| 2023-06-30 | $630k | 7.1k | 89.28 |
| 2023-03-31 | $607k | 6.1k | 100.14 |
| 2022-12-31 | $486k | 5.6k | 86.89 |
| 2022-09-30 | $705k | 7.5k | 94.34 |
| 2022-06-30 | $456k | 4.8k | 94.41 |
| 2022-03-31 | $809k | 5.9k | 137.23 |
| 2021-12-31 | $740k | 4.8k | 154.81 |
| 2021-09-30 | $692k | 4.1k | 169.15 |
| 2021-06-30 | $685k | 3.9k | 175.87 |
| 2021-03-31 | $709k | 3.8k | 184.40 |
| 2020-12-31 | $620k | 3.4k | 181.29 |
| 2020-09-30 | $378k | 3.0k | 124.06 |
| 2019-12-31 | $1.1M | 7.7k | 144.58 |
| 2019-09-30 | $1.0M | 7.7k | 130.33 |
| 2019-06-30 | $1.1M | 7.8k | 139.66 |
| 2019-03-31 | $913k | 8.2k | 110.98 |
| 2018-12-31 | $825k | 7.5k | 109.66 |
| 2018-09-30 | $794k | 6.8k | 116.89 |
| 2018-06-30 | $752k | 6.8k | 110.07 |
| 2018-03-31 | $224k | 2.2k | 101.17 |
| 2017-12-31 | $235k | 2.2k | 107.35 |