Position in WBD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$711,422
-$101,696 QoQ
Shares Held
26,685
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#124
of 455 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026IFP Advisors, Inc holds $30,852,190 across 28 Entertainment names. WBD ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
253,572 | $18,105,040 | |
| 2 | DIS |
Walt Disney Co
|
50,163 | $4,828,188 | |
| 3 | SIRI |
Sirius Xm Holdings Inc.
|
127,271 | $3,759,585 | |
| 4 | TKO |
TKO Group Holdings, Inc.
|
8,699 | $1,751,195 | |
| 5 | WBD |
Warner Bros. Discovery, Inc.
This page
|
26,685 | $711,422 | |
| 6 | PSKY |
Paramount Skydance Corp
|
50,934 | $502,209 | |
| 7 | FOXA |
Fox Corp
|
7,180 | $374,508 | |
| 8 | ROKU |
Roku, Inc
|
1,965 | $271,445 |
All Filings in WBD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,422 | 26,685 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $813,118 | 29,611 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,108,820 | 38,474 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $764,970 | 39,169 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $669,332 | 58,406 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $482,721 | 44,988 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $620,606 | 58,714 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $215,506 | 26,122 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $222,292 | 29,878 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $276,505 | 31,673 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $362,498 | 31,854 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $354,003 | 32,597 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $375,522 | 29,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $483,426 | 32,015 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $679,270 | 71,653 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,162,052 | 101,048 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,242,759 | 92,605 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,307,716 | 92,605 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||