Ownership history in Element Wealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in DISNEY WALT CO (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 Q3 | ADDED | 1,991 | +15 | +0.8% | 0.10% | $228K | $113.73 |
| 2025 Q2 | REDUCED | 1,976 | -250 | -11.2% | 0.11% | $245K | $123.18 |
| 2025 Q1 | REDUCED | 2,226 | -99 | -4.3% | 0.12% | $220K | $97.62 |
| 2024 Q4 | UNCHANGED | 2,325 | — | 0% | 0.14% | $259K | $110.13 |
| 2024 Q3 | REDUCED | 2,325 | -103 | -4.2% | 0.12% | $224K | $94.72 |
| 2024 Q2 | ADDED | 2,428 | +102 | +4.4% | 0.14% | $241K | $97.32 |
| 2024 Q1 | REDUCED | 2,326 | -50 | -2.1% | 0.17% | $285K | $119.93 |
| 2023 Q4 | ADDED | 2,376 | +84 | +3.7% | 0.13% | $215K | $88.50 |
| 2023 Q2 | ADDED | 2,292 | +30 | +1.3% | 0.14% | $205K | $87.23 |
| 2023 Q1 | ADDED | 2,262 | +656 | +40.8% | 0.17% | $226K | $97.83 |
As of 2025 Q4 — sorted by position size