West Wealth Group, LLC DIS — DISNEY WALT CO COM

Ownership history in West Wealth Group, LLC  ·  15 quarters on record

AI Ownership Summary

West Wealth Group, LLC reported DISNEY WALT CO COM (DIS) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows DIS at 0.18% 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 West Wealth Group, LLC's position in DISNEY WALT CO COM, 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
2025 Q4

DIS was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 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 2025 Q4

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.

DIS stock page West Wealth Group, LLC fund profile West Wealth Group, LLC full holdings
How West Wealth Group, LLC held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 7,639 -251 -3.2% 0.18% $869K 2026-02-14 (Est.) $105.45
2025 Q3 ADDED — — — 7,890 +167 +2.2% 0.20% $881K 2025-10-27 $111.59
2025 Q2 REDUCED 14.3% -7.4% ✅ 7,723 -1,288 -14.3% 0.22% $890K 2025-08-13 $115.86
2025 Q1 ADDED — — — 9,011 +5,601 +164.3% 0.26% $880K 2025-05-05 $91.10
2024 Q4 ADDED — — — 3,410 +1,042 +44.0% 0.11% $380K 2025-01-22 $107.62
2024 Q2 ADDED — — — 2,368 +81 +3.5% 0.08% $235K 2024-08-01 $91.63
2024 Q1 REDUCED — — — 2,287 -74 -3.1% 0.10% $280K 2024-05-08 $103.35
2023 Q4 REDUCED 26.4% +34.6% ❌ 2,361 -848 -26.4% 0.08% $213K 2024-01-18 $90.38
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIS

As of 2026 Q1 — sorted by position size

Granite Group Advisors, LLC 39.14% Oldfield Partners LLP 3Y 7Y 14.58% Lindsell Train Ltd 3Y 7Y 9.85% KAHN BROTHERS GROUP INC 3Y 7Y 6.47% TERRIL BROTHERS, INC. 3Y 7Y 6.45% Saratoga Research & Investment Management 3Y 7Y 6.17% Focused Investors LLC 3Y 7Y 5.77% HS Management Partners, LLC 3Y 7Y 5.56% Act Two Investors LLC 3Y 7Y 4.28% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.96%

FAQ About West Wealth Group, LLC and DIS

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

How long has West Wealth Group, LLC reported owning DIS?

West Wealth Group, LLC reported DIS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in West Wealth Group, LLC's portfolio?

The largest reported portfolio weight for DIS was 0.26% in 2025 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when West Wealth Group, LLC reported 7,639 shares, equal to 0.18% of portfolio, with an estimated market value of $869K.

What does the chart on this DIS ownership page compare?

The chart compares West Wealth Group, LLC'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.

How well did West Wealth Group, LLC time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, West Wealth Group, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on DIS relative to SPY over the holding period was -14.5%.

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