Heritage Wealth Advisors

Position in WBD — Warner Bros. Discovery, Inc.

CIK 1591122 RICHMOND, VA

Position in WBD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,891

+$422 QoQ

Shares Held

296

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,138

of 1,306 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $585,221 across 5 Entertainment names. WBD ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	6,511	$464,885
2	DIS	Walt Disney Co	1,085	$104,431
3	WBD	Warner Bros. Discovery, Inc. This page	296	$7,891
4	VSNT	Versant Media Group, Inc.	119	$4,285
5	ROKU	Roku, Inc	27	$3,729

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,891	296	+8.8%	Shares	Sole	2026-08-14
2026-03-31	$7,469	272	+6.7%	Shares	Sole	2026-05-14
2025-12-31	$7,349	255	0.0%	Shares	Sole	2026-02-13
2025-09-30	$4,980	255	-66.7%	Shares	Sole	2025-11-13
2025-06-30	$8,778	766	+1.5%	Shares	Sole	2025-08-11
2025-03-31	$8,101	755	0.0%	Shares	Sole	2025-05-08
2024-12-31	$7,980	755	+28.8%	Shares	Sole	2025-02-12
2024-09-30	$4,834	586	+432.7%	Shares	Sole	2024-11-12
2023-03-31	$1,661	110	0.0%	Shares	Sole	2023-05-04
2022-06-30	$1,476	110	—	Shares	Sole	2022-08-04
No filing history on record for this holder in this stock.