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Walt Disney Company shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 2.5k 122.36
2023-12-31 $273k 3.0k 90.31
2023-09-30 $305k 3.8k 81.06
2023-03-31 $560k 5.6k 100.13
2022-12-31 $507k 5.8k 86.88

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Northern Trust
Susquehanna International
Bank of America Corporation
Royal Bank of Canada
Loomis, Sayles and
Legal & General Group
Amundi
Bank of New York Mellon

View all funds holding Walt Disney Company