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Summit Place Financial Advisors, LLC → DIS
Summit Place Financial Advisors, LLC DIS Position History
The Walt Disney Company • Communication Services
Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 31.8K | — | — |
| Q2 2026 | $3M | 31.4K | — | — |
| Q1 2026 | $2.9M | 30.6K | — | — |
| Q4 2025 | $3.6M | 32.0K | — | — |
Other funds holding DIS
$8.1B
$8.1B
$8.1B
$5.8B
$5.1B
$4.8B
$4.6B