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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

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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