EVERMAY WEALTH MANAGEMENT LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1066816
ARLINGTON, VA
Position in WBD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$69,875
+$69,683 QoQ
Shares Held
2,621
+37342.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#918
of 1,304 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,011,549 across 7 Entertainment names. WBD ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
9,498 | $678,157 | |
| 2 | DIS |
Walt Disney Co
|
2,110 | $203,087 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
2,621 | $69,875 | |
| 4 | FOXA |
Fox Corp
|
836 | $43,605 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
377 | $13,575 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
80 | $2,363 | |
| 7 | PSKY |
Paramount Skydance Corp
|
90 | $887 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,875 | 2,621 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $192 | 7 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,750 | 720 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,061 | 720 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,251 | 720 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,725 | 720 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $73 | 7 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57 | 7 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $52 | 7 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $61 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $432 | 38 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,669 | 430 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,392 | 430 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,202 | 477 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,749 | 501 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $8,257 | 718 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,863 | 735 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||