Ownership history in Evolution Wealth Advisors, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, 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 | REDUCED | 1,747 | -65 | -3.6% | 0.03% | $200K | $113.73 |
| 2025 Q2 | REDUCED | 1,812 | -375 | -17.1% | 0.03% | $225K | $123.18 |
| 2025 Q1 | REDUCED | 2,187 | -2,034 | -48.2% | 0.04% | $216K | $97.62 |
| 2024 Q4 | ADDED | 4,221 | +1,000 | +31.0% | 0.08% | $470K | $110.13 |
| 2024 Q3 | ADDED | 3,221 | +75 | +2.4% | 0.06% | $310K | $94.72 |
| 2024 Q2 | REDUCED | 3,146 | -1,965 | -38.4% | 0.06% | $319K | $97.32 |
| 2024 Q1 | REDUCED | 5,111 | -2,331 | -31.3% | 0.12% | $625K | $119.93 |
| 2023 Q4 | ADDED | 7,442 | +1,842 | +32.9% | 0.14% | $672K | $88.50 |
| 2023 Q3 | ADDED | 5,600 | +1,227 | +28.1% | 0.10% | $454K | $79.19 |
| 2023 Q1 | REDUCED | 4,373 | -74 | -1.7% | 0.11% | $438K | $97.83 |
As of 2025 Q4 — sorted by position size