DIS DISNEY WALT CO COM

Ownership history in Apriem Advisors  ·  73 quarters on record

This page tracks every 13F SEC filing in which Apriem Advisors reported a position in DISNEY WALT CO COM (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.01% (2024 Q1)
Avg. % of fund
0.26%
First filed
2007 Q4
Last filed
2025 Q4
Quarters held
73
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 83,119 -1,119 -1.3% 0.87% $9.5M $113.77
2025 Q3 REDUCED 84,238 -2,884 -3.3% 0.91% $9.6M $113.73
2025 Q2 REDUCED 87,122 -18,610 -17.6% 1.15% $10.8M $123.18
2025 Q1 REDUCED 105,732 -15,800 -13.0% 1.22% $10.4M $97.62
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DIS price (monthly, adj. close)
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