Walt Disney Company shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Walt Disney Company
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All positions including Walt Disney Company held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 60k | 114.50 |
| 2025-06-30 | $6.5M | 52k | 124.50 |
| 2024-09-30 | $1.5M | 16k | 96.19 |
| 2024-06-30 | $2.6M | 26k | 99.29 |
| 2024-03-31 | $2.2M | 18k | 122.36 |
| 2023-12-31 | $1.3M | 15k | 90.57 |
| 2023-09-30 | $1.1M | 14k | 81.05 |
| 2023-06-30 | $992k | 11k | 89.28 |
| 2023-03-31 | $1.0M | 10k | 100.13 |
| 2022-12-31 | $704k | 8.1k | 86.88 |
| 2022-09-30 | $778k | 8.2k | 94.33 |
| 2022-06-30 | $700k | 7.4k | 94.43 |
| 2022-03-31 | $1.4M | 11k | 137.12 |
| 2021-12-31 | $967k | 6.2k | 154.84 |
| 2021-09-30 | $955k | 5.6k | 169.12 |
| 2021-06-30 | $1.0M | 5.8k | 175.81 |
| 2021-03-31 | $1.0M | 5.6k | 184.49 |
| 2020-12-31 | $900k | 5.0k | 181.12 |
| 2020-06-30 | $737k | 6.6k | 111.53 |
| 2020-03-31 | $615k | 6.4k | 96.56 |
| 2018-03-31 | $742k | 742k | 1.00 |
| 2017-12-31 | $970k | 8.8k | 109.73 |