DIS DISNEY WALT CO

Ownership history in Cetera Investment Advisers  ·  44 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported DISNEY WALT CO (DIS) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows DIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in DISNEY WALT CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cetera Investment Advisers held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 300 -603,773 -100.0% 0.00% $2K 2026-02-14 (Est.) $105.45
2025 Q4 ADDED 604,073 +603,773 +201257.7% 0.08% $68.7M 2026-02-14 (Est.) $105.45
2025 Q3 REDUCED 300 -638,094 -100.0% 0.00% $2K 2025-11-14 $105.09
2025 Q3 ADDED 638,394 +150,242 +30.8% 0.08% $73.1M 2025-11-14 $105.09
2025 Q2 ADDED 488,152 +487,852 +162617.3% 0.10% $60.5M 2025-08-08 $111.67
2025 Q2 REDUCED 300 -510,487 -99.9% 0.00% $702 2025-08-08 $111.67
2025 Q1 ADDED 510,787 +27,576 +5.7% 0.10% $50.4M 2025-05-06 $91.16
2024 Q4 REDUCED 483,211 -8,259 -1.7% 0.11% $53.8M 2025-02-14 $109.17
2024 Q3 ADDED 491,470 +1,161 +0.2% 0.10% $47.3M 2024-11-13 $101.15
2024 Q2 ADDED 490,309 +408,260 +497.6% 0.11% $48.7M 2024-08-22 $88.54
2024 Q1 REDUCED 82,049 -94,314 -53.5% 0.11% $10.0M 2024-05-15 $100.73
2023 Q4 REDUCED 176,363 -10,794 -5.8% 0.13% $15.9M 2024-02-13 $108.27
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cetera Investment Advisers and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning DIS?

Cetera Investment Advisers reported DIS across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for DIS was 0.13% in 2023 Q4.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when Cetera Investment Advisers reported 300 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this DIS ownership page compare?

The chart compares Cetera Investment Advisers's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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