Walt Disney Company shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 4.3k | 114.50 |
| 2025-06-30 | $544k | 4.4k | 124.01 |
| 2025-03-31 | $498k | 5.0k | 98.69 |
| 2024-12-31 | $539k | 4.8k | 111.85 |
| 2024-09-30 | $556k | 5.8k | 96.19 |
| 2024-06-30 | $906k | 9.1k | 99.29 |
| 2024-03-31 | $1.3M | 11k | 122.36 |
| 2023-12-31 | $980k | 11k | 90.59 |
| 2023-09-30 | $890k | 11k | 81.05 |
| 2023-06-30 | $822k | 9.2k | 89.28 |
| 2023-03-31 | $909k | 9.1k | 100.13 |
| 2022-12-31 | $792k | 9.1k | 86.88 |
| 2022-09-30 | $848k | 9.0k | 94.30 |
| 2022-06-30 | $861k | 9.1k | 94.86 |
| 2022-03-31 | $1.1M | 8.1k | 137.19 |
| 2021-12-31 | $1.3M | 8.3k | 154.89 |
| 2021-09-30 | $1.2M | 7.3k | 169.29 |
| 2021-06-30 | $1.3M | 7.1k | 175.84 |
| 2021-03-31 | $1.1M | 6.1k | 184.52 |
| 2020-12-31 | $1.1M | 6.3k | 181.16 |