SEC 13F Intelligence

Crowley Wealth Management, Inc. / DIS

Crowley Wealth Management, Inc.’s Disney Walt Co Position

Does Crowley Wealth Management, Inc. own Disney Walt Co (DIS)? Not currently — the last reported position was 28.5K shares worth $3M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$3M
Q3 2025
Shares
28.5K
% of Portfolio
+2.60%
Quarters Held
4
position exited

Position History DIS

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $3MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202528.5K$3M+2.60%
Q2 202529.9K$4M+3.37%
Q1 202530.9K$3M+2.90%
Q4 202432.7K$4M+3.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Crowley Wealth Management, Inc.’s full portfolio or all institutional holders of DIS.