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Walt Disney Company shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 13k 99.29
2024-03-31 $1.4M 12k 122.36
2023-12-31 $1.1M 12k 90.29
2023-09-30 $946k 12k 81.05
2023-06-30 $1.1M 11k 100.13
2023-03-31 $1.1M 11k 100.13
2022-12-31 $972k 11k 86.88
2022-09-30 $929k 9.8k 94.32
2022-06-30 $914k 9.7k 94.42
2022-03-31 $1.4M 10k 137.13
2021-12-31 $1.5M 9.9k 154.91
2021-09-30 $1.7M 10k 169.22
2021-06-30 $1.7M 9.9k 175.81
2021-03-31 $1.8M 9.8k 184.55
2020-12-31 $1.7M 9.4k 181.13
2020-09-30 $1.2M 9.4k 124.10
2020-06-30 $1.1M 9.6k 111.47
2020-03-31 $1.0M 11k 96.60
2019-12-31 $1.3M 8.8k 144.65
2019-09-30 $1.2M 9.0k 130.32
2019-06-30 $1.3k 100k 0.01
2019-03-31 $990k 8.9k 111.04
2018-12-31 $1.3M 12k 109.67
2018-09-30 $1.4M 12k 116.90
2018-06-30 $1.2M 12k 104.81
2018-03-31 $1.1M 11k 100.44
2017-12-31 $1.1M 10k 111.77
2017-09-30 $1.1M 11k 98.53
2017-06-30 $1.1M 11k 106.22
2017-03-31 $1.0M 9.2k 113.39
2016-12-31 $1.0M 9.7k 104.18
2016-09-30 $878k 9.5k 92.82
2016-06-30 $925k 9.5k 97.85
2016-03-31 $835k 8.4k 99.29
2015-12-31 $999k 9.5k 105.12

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Draftkings Com Cl A (DKNG)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Exxon Mobil Corporation (XOM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company