DIS DISNEY WALT CO

Ownership history in SUMMER ROAD LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which SUMMER ROAD 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.

Peak position
0.04% (2014 Q4)
Avg. % of fund
0.02%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 460 +400 +666.7% 0.04% $52K $113.77
2025 Q3 REDUCED 60 -64 -51.6% 0.00% $7K $113.73
2025 Q2 UNCHANGED 124 0% 0.01% $13K $123.18
2025 Q1 UNCHANGED 124 0% 0.01% $12K $97.62
2024 Q4 UNCHANGED 124 0% 0.01% $13K $110.13
2024 Q3 UNCHANGED 124 0% 0.01% $12K $94.72
2024 Q2 REDUCED 124 -336 -73.0% 0.01% $12K $97.32
2015 Q3 UNCHANGED 460 0% 0.04% $52K $93.60
2015 Q2 UNCHANGED 460 0% 0.04% $52K $103.93
2015 Q1 UNCHANGED 460 0% 0.04% $52K $95.51
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% of Fund (quarterly)    DIS price (monthly, adj. close)
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