Walt Disney Company shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 73k | 114.50 |
| 2025-06-30 | $9.1M | 73k | 124.01 |
| 2025-03-31 | $7.0M | 71k | 98.70 |
| 2024-12-31 | $7.5M | 67k | 111.35 |
| 2024-09-30 | $6.7M | 69k | 96.19 |
| 2024-06-30 | $7.3M | 74k | 99.29 |
| 2024-03-31 | $13M | 105k | 122.36 |
| 2023-12-31 | $9.6M | 106k | 90.29 |
| 2023-09-30 | $8.9M | 110k | 81.05 |
| 2023-06-30 | $9.7M | 109k | 89.28 |
| 2023-03-31 | $11M | 114k | 100.13 |
| 2022-12-31 | $9.1M | 104k | 86.88 |
| 2022-09-30 | $9.9M | 105k | 94.33 |
| 2022-06-30 | $9.6M | 102k | 94.40 |
| 2022-03-31 | $13M | 92k | 137.16 |
| 2021-12-31 | $11M | 73k | 154.89 |
| 2021-09-30 | $12M | 69k | 169.17 |
| 2021-06-30 | $12M | 67k | 175.77 |
| 2021-03-31 | $12M | 67k | 184.52 |
| 2020-12-31 | $13M | 72k | 181.18 |
| 2020-09-30 | $8.7M | 70k | 124.08 |
| 2020-06-30 | $7.9M | 71k | 111.51 |
| 2020-03-31 | $3.7M | 38k | 96.60 |
| 2019-12-31 | $2.0M | 14k | 144.66 |