Walt Disney Company shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Walt Disney Company by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 3.3k | 114.51 |
| 2025-06-30 | $406k | 3.3k | 124.01 |
| 2025-03-31 | $329k | 3.3k | 98.71 |
| 2024-12-31 | $664k | 6.0k | 111.34 |
| 2024-09-30 | $595k | 6.2k | 96.19 |
| 2024-06-30 | $626k | 6.3k | 99.28 |
| 2024-03-31 | $821k | 6.7k | 122.35 |
| 2023-12-31 | $620k | 6.9k | 90.28 |
| 2023-09-30 | $557k | 6.9k | 81.04 |
| 2023-06-30 | $635k | 7.1k | 89.27 |
| 2023-03-31 | $714k | 7.1k | 100.14 |
| 2022-12-31 | $593k | 6.8k | 86.89 |
| 2022-09-30 | $718k | 7.6k | 94.40 |
| 2022-06-30 | $728k | 7.7k | 94.40 |
| 2022-03-31 | $1.0M | 7.3k | 137.17 |
| 2021-12-31 | $1.2M | 7.7k | 154.94 |
| 2021-09-30 | $1.2M | 7.1k | 169.16 |
| 2021-06-30 | $1.3M | 7.3k | 175.81 |
| 2021-03-31 | $1.3M | 7.2k | 184.49 |
| 2020-12-31 | $1.2M | 6.6k | 181.17 |
| 2020-09-30 | $823k | 6.6k | 124.13 |
| 2020-06-30 | $750k | 6.7k | 111.44 |
| 2020-03-31 | $642k | 6.7k | 96.53 |
| 2019-12-31 | $886k | 6.1k | 144.61 |