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Walt Disney Company shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 2.2k 114.49
2025-06-30 $229k 1.8k 124.02
2024-06-30 $14k 141 99.38

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
Northern Trust
Jennison Associates
Ubs Global Asset Management Americas
Bank of New York Mellon
Ameriprise Financial
Loomis, Sayles and
Nuveen

View all funds holding Walt Disney Company