Walt Disney Company shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $211k | 1.9k | 113.77 |
| 2025-09-30 | $231k | 2.0k | 114.50 |
| 2025-06-30 | $246k | 2.0k | 124.01 |
| 2024-12-31 | $208k | 1.9k | 111.35 |
| 2024-03-31 | $367k | 3.0k | 122.36 |
| 2023-06-30 | $231k | 2.6k | 89.29 |
| 2023-03-31 | $298k | 3.0k | 100.13 |
| 2022-12-31 | $283k | 3.3k | 86.87 |
| 2022-09-30 | $369k | 3.9k | 94.20 |
| 2022-06-30 | $454k | 4.8k | 94.37 |
| 2022-03-31 | $418k | 3.0k | 137.14 |
| 2021-12-31 | $566k | 3.7k | 154.94 |
| 2021-09-30 | $714k | 4.2k | 169.07 |
| 2021-06-30 | $739k | 4.2k | 175.83 |
| 2021-03-31 | $781k | 4.2k | 184.59 |
| 2020-12-31 | $767k | 4.2k | 181.07 |