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Walt Disney Company shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 2.3k 113.77
2025-09-30 $1.0M 13k 81.05
2025-06-30 $290k 2.3k 124.01

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
J. Stern & Co
FMR
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Northern Trust
Ameriprise Financial
Ubs Global Asset Management Americas
Jennison Associates
Invesco
Bank of New York Mellon

View all funds holding Walt Disney Company