WR Wealth Planners »

Walt Disney Company shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Walt Disney Company by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $151k 1.5k 99.31
2024-03-31 $189k 1.5k 122.39
2023-09-30 $163k 2.0k 81.05
2023-06-30 $153k 1.7k 89.28
2023-03-31 $160k 1.6k 100.13

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Jennison Associates
Citadel Advisors
Susquehanna International
Loomis, Sayles and
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company