Ownership history in Edge Wealth Management LLC · 53 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 70,563 | -1,744 | -2.4% | 1.42% | $8.0M | $113.77 |
| 2025 Q3 | REDUCED | 72,307 | -258 | -0.4% | 1.47% | $8.3M | $113.73 |
| 2025 Q2 | REDUCED | 72,565 | -52 | -0.1% | 1.73% | $9.0M | $123.18 |
| 2025 Q1 | ADDED | 72,617 | +2,072 | +2.9% | 1.45% | $7.2M | $97.62 |
| 2024 Q4 | REDUCED | 70,545 | -3,329 | -4.5% | 1.59% | $7.9M | $110.13 |
| 2024 Q3 | REDUCED | 73,874 | -1,839 | -2.4% | 1.43% | $7.1M | $94.72 |
| 2024 Q2 | REDUCED | 75,713 | -1,350 | -1.8% | 1.58% | $7.5M | $97.32 |
| 2024 Q1 | REDUCED | 77,063 | -1,096 | -1.4% | 1.98% | $9.4M | $119.93 |
| 2023 Q4 | ADDED | 78,159 | +3,017 | +4.0% | 1.54% | $7.1M | $88.50 |
| 2023 Q3 | REDUCED | 75,142 | -5,314 | -6.6% | 1.42% | $6.1M | $79.19 |
As of 2025 Q4 — sorted by position size