Avidian Wealth Enterprises, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1471474
HOUSTON, TX
Position in WBD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$262,254
+$7,536 QoQ
Shares Held
9,837
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#785
of 1,306 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $4,114,582 across 3 Entertainment names. WBD ranks #3 (6.4% of the industry book) .
All Filings in WBD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,254 | 9,837 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $254,718 | 9,276 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $259,149 | 8,992 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||