Walt Disney Company shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 2.6k | 114.50 |
| 2025-06-30 | $332k | 2.7k | 123.99 |
| 2025-03-31 | $252k | 2.6k | 98.69 |
| 2024-12-31 | $286k | 2.6k | 111.37 |
| 2024-09-30 | $220k | 2.3k | 96.21 |
| 2024-06-30 | $416k | 4.2k | 99.30 |
| 2024-03-31 | $498k | 4.1k | 122.37 |
| 2023-09-30 | $555k | 6.8k | 81.05 |
| 2023-06-30 | $603k | 6.8k | 89.28 |
| 2023-03-31 | $355k | 3.5k | 100.13 |
| 2022-12-31 | $314k | 3.6k | 86.88 |
| 2022-09-30 | $314k | 3.3k | 94.46 |
| 2022-06-30 | $337k | 3.6k | 94.37 |
| 2022-03-31 | $606k | 4.4k | 137.26 |
| 2021-12-31 | $687k | 4.4k | 154.83 |
| 2021-09-30 | $730k | 4.3k | 169.18 |
| 2021-06-30 | $759k | 4.3k | 175.69 |
| 2021-03-31 | $389k | 4.0k | 96.62 |
| 2020-12-31 | $773k | 4.3k | 181.07 |
| 2020-09-30 | $513k | 4.1k | 123.97 |
| 2020-06-30 | $450k | 4.0k | 111.52 |
| 2020-03-31 | $389k | 4.0k | 96.62 |
More positions owned by Wellspring Financial Advisors
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