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Roberts Wealth Advisors, LLC → DIS
Roberts Wealth Advisors, LLC DIS Position History
The Walt Disney Company • Communication Services
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $5.8M |
| Q1 2026 | $5.2M |
| Q2 2026 | $5.5M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 57.7K | — | — |
| Q2 2026 | $5.5M | 57.1K | — | — |
| Q1 2026 | $5.2M | 54.3K | — | — |
| Q4 2025 | $5.8M | 51.1K | — | — |
| Q3 2025 | $5.7M | 49.8K | — | — |
Other funds holding DIS
$8.1B
$8.1B
$8.1B
$5.8B
$5.1B
$4.8B
$4.6B