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Walt Disney Company shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Walt Disney Company

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All positions including Walt Disney Company held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 25k 122.37
2023-12-31 $1.5M 16k 90.32
2023-09-30 $973k 12k 81.05
2023-06-30 $999k 11k 89.31
2023-03-31 $1.0M 10k 100.15
2022-12-31 $861k 9.9k 86.88
2022-09-30 $865k 9.2k 94.30
2022-06-30 $532k 6.9k 76.92
2022-03-31 $869k 6.3k 138.89
2021-12-31 $1.0M 6.5k 153.23
2021-09-30 $1.0M 6.5k 158.33
2021-06-30 $717k 3.9k 183.33
2021-03-31 $675k 3.9k 171.32
2020-12-31 $704k 3.7k 190.94
2020-09-30 $447k 3.7k 121.24
2020-06-30 $485k 3.7k 131.01
2020-03-31 $313k 3.2k 96.69
2019-12-31 $573k 4.0k 142.68
2019-09-30 $522k 4.0k 130.27
2019-06-30 $525k 3.8k 139.66
2019-03-31 $417k 3.8k 111.14
2018-12-31 $376k 3.4k 109.68
2018-09-30 $1.7M 15k 116.92
2018-06-30 $1.5M 14k 104.83
2018-03-31 $1.4M 14k 100.44
2017-12-31 $1.7M 16k 107.51
2017-09-30 $1.4M 14k 98.58
2017-06-30 $1.5M 14k 106.24
2017-03-31 $1.9M 17k 113.42
2016-12-31 $230k 2.2k 104.36
2015-12-31 $321k 3.1k 105.07
2015-09-30 $45k 441 102.04
2015-06-30 $67k 587 114.14
2015-03-31 $62k 587 105.62
2014-12-31 $78k 833 93.64
2014-09-30 $80k 897 89.19
2014-06-30 $85k 993 85.60
2014-03-31 $57k 711 80.17
2013-12-31 $340k 4.5k 76.35
2013-09-30 $293k 4.5k 64.42
2013-06-30 $283k 4.5k 63.20
2013-03-31 $274k 4.8k 56.75
2012-12-31 $210k 4.2k 49.88

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warren Averett Asset Management

Top funds holding Walt Disney Company

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Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company