Walt Disney Company shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 2.0k | 114.52 |
| 2025-06-30 | $252k | 2.0k | 124.02 |
| 2025-03-31 | $203k | 2.1k | 98.70 |
| 2024-12-31 | $234k | 2.1k | 111.33 |
| 2024-03-31 | $263k | 2.1k | 122.36 |
| 2023-12-31 | $202k | 2.2k | 90.27 |
| 2023-03-31 | $210k | 2.1k | 100.11 |
| 2022-12-31 | $215k | 2.5k | 86.87 |
| 2022-09-30 | $219k | 2.3k | 94.31 |
| 2022-06-30 | $219k | 2.3k | 94.38 |
| 2022-03-31 | $298k | 2.2k | 137.14 |
| 2021-12-31 | $381k | 2.5k | 154.87 |
| 2021-09-30 | $414k | 2.4k | 169.14 |
| 2021-06-30 | $430k | 2.4k | 175.74 |
| 2021-03-31 | $450k | 2.4k | 184.49 |
| 2020-12-31 | $406k | 2.2k | 181.15 |
| 2020-09-30 | $406k | 3.3k | 124.09 |
| 2020-06-30 | $451k | 4.0k | 111.52 |
| 2020-03-31 | $415k | 4.3k | 96.60 |
| 2019-12-31 | $540k | 3.7k | 144.63 |