Walt Disney Company shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 50k | 114.50 |
| 2025-06-30 | $6.0M | 49k | 124.01 |
| 2025-03-31 | $4.7M | 48k | 98.70 |
| 2024-12-31 | $5.2M | 48k | 108.18 |
| 2024-09-30 | $4.3M | 46k | 92.51 |
| 2024-06-30 | $3.7M | 38k | 97.05 |
| 2024-03-31 | $4.1M | 37k | 112.95 |
| 2023-12-31 | $9.3M | 35k | 268.35 |
| 2023-09-30 | $3.0M | 35k | 85.71 |
| 2023-06-30 | $2.9M | 33k | 89.28 |
| 2023-03-31 | $3.1M | 31k | 99.57 |
| 2022-12-31 | $2.6M | 29k | 88.97 |
| 2022-09-30 | $3.2M | 32k | 100.05 |
| 2022-06-30 | $2.9M | 30k | 95.86 |
| 2022-03-31 | $3.9M | 28k | 136.98 |
| 2021-12-31 | $4.3M | 27k | 156.77 |
| 2021-09-30 | $4.3M | 26k | 169.17 |