Walt Disney Company shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 3.4k | 114.50 |
| 2025-06-30 | $491k | 4.0k | 124.01 |
| 2024-12-31 | $466k | 4.3k | 109.59 |
| 2024-09-30 | $432k | 4.5k | 96.20 |
| 2024-06-30 | $649k | 6.5k | 99.30 |
| 2024-03-31 | $805k | 6.6k | 122.37 |
| 2023-12-31 | $547k | 6.1k | 90.30 |
| 2023-09-30 | $647k | 8.0k | 81.05 |
| 2023-06-30 | $701k | 7.8k | 89.28 |
| 2023-03-31 | $825k | 8.2k | 100.13 |
| 2022-12-31 | $697k | 8.0k | 86.88 |
| 2022-09-30 | $711k | 7.5k | 94.33 |
| 2022-06-30 | $637k | 6.8k | 94.33 |
| 2022-03-31 | $1.1M | 7.7k | 137.21 |
| 2021-12-31 | $1.1M | 7.2k | 154.92 |
| 2021-09-30 | $1.2M | 7.1k | 169.19 |
| 2021-06-30 | $1.2M | 6.6k | 175.90 |
| 2021-03-31 | $745k | 4.0k | 184.41 |
| 2020-12-31 | $758k | 4.2k | 181.08 |
| 2020-09-30 | $546k | 4.4k | 124.12 |
| 2020-06-30 | $545k | 4.9k | 111.59 |
| 2020-03-31 | $2.1M | 14k | 144.64 |
| 2019-12-31 | $2.1M | 14k | 144.64 |
| 2019-09-30 | $2.1M | 16k | 130.29 |
| 2019-06-30 | $2.1M | 15k | 139.24 |
| 2019-03-31 | $1.7M | 15k | 110.76 |
| 2018-12-31 | $1.6M | 13k | 124.11 |
| 2018-09-30 | $1.4M | 12k | 116.97 |
| 2018-06-30 | $1.2M | 11k | 104.78 |
| 2018-03-31 | $1.1M | 11k | 100.43 |
| 2017-12-31 | $1.0M | 9.9k | 102.72 |