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Walt Disney Company shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 4.1k 96.19
2024-06-30 $425k 4.3k 99.29
2024-03-31 $535k 4.4k 122.37
2023-09-30 $494k 6.1k 81.04
2023-06-30 $585k 6.6k 89.27
2023-03-31 $634k 6.3k 100.12
2022-12-31 $554k 6.4k 86.87
2022-09-30 $598k 6.3k 94.34
2022-06-30 $592k 6.3k 94.37
2022-03-31 $889k 6.5k 137.09
2021-12-31 $870k 5.6k 154.80
2021-09-30 $943k 5.6k 169.15
2021-06-30 $962k 5.5k 175.77
2021-03-31 $712k 3.9k 184.60
2020-12-31 $661k 3.6k 181.15
2020-09-30 $453k 3.6k 124.14
2020-06-30 $394k 3.5k 111.46
2020-03-31 $221k 2.3k 96.51
2019-12-31 $334k 2.3k 144.78
2019-09-30 $301k 2.3k 130.47
2019-06-30 $290k 2.1k 139.83
2019-03-31 $202k 1.8k 110.87
2018-12-31 $239k 2.2k 109.78
2018-09-30 $258k 2.2k 117.17
2018-06-30 $229k 2.2k 104.81
2018-03-31 $221k 2.2k 100.59
2017-12-31 $239k 2.2k 107.66
2017-09-30 $211k 2.1k 98.55
2017-06-30 $222k 2.1k 106.02
2017-03-31 $249k 2.2k 113.39
2016-12-31 $226k 2.2k 104.00
2016-09-30 $200k 2.2k 92.89
2016-06-30 $219k 2.2k 97.90
2016-03-31 $222k 2.2k 99.24
2015-12-31 $243k 2.3k 105.10
2015-09-30 $236k 2.3k 102.43
2015-06-30 $263k 2.3k 114.25
2015-03-31 $223k 2.1k 104.84

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

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