DIS DISNEY WALT CO

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported DISNEY WALT CO (DIS) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2024 Q1. The latest visible filing shows DIS at 0.21% 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 ROWLANDMILLER & PARTNERS.ADV'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
2026 Q1

DIS was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q1

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 2026 Q1

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 ROWLANDMILLER & PARTNERS.ADV held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,745 -4,200 -28.1% 0.21% $1K 2026-05-15 (Est.) $96.61
2025 Q4 REDUCED 14,945 -575 -3.7% 0.33% $1.7M 2026-02-12 $102.38
2025 Q3 REDUCED 15,520 -2,335 -13.1% 0.35% $1.8M 2025-10-01 $112.19
2025 Q2 UNCHANGED 17,855 0% 0.46% $2.2M 2025-07-01 $122.66
2025 Q1 REDUCED 17,855 -404 -2.2% 0.37% $1.8M 2025-04-15 $84.08
2024 Q4 REDUCED 18,259 -1,120 -5.8% 0.42% $2.0M 2025-02-04 $112.06
2024 Q3 UNCHANGED 19,379 0% 0.38% $1.9M 2024-10-23 $94.77
2024 Q2 REDUCED 19,379 -80 -0.4% 0.42% $1.9M 2024-07-29 $90.73
2024 Q1 REDUCED 19,459 -610 -3.0% 0.50% $2.4M 2024-04-08 $115.02
2023 Q4 REDUCED 20,069 -510 -2.5% 0.42% $1.8M 2024-01-03 $89.83
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and DIS

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning DIS?

ROWLANDMILLER & PARTNERS.ADV reported DIS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIS position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for DIS was 0.50% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 10,745 shares, equal to 0.21% of portfolio, with an estimated market value of $1K.

What does the chart on this DIS ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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