BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in WBD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$115,997
+$48,611 QoQ
Shares Held
4,351
+77.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#879
of 1,306 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,160,233 across 7 Entertainment names. WBD ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
7,462 | $718,217 | |
| 2 | ROKU |
Roku, Inc
|
1,853 | $255,973 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
4,351 | $115,997 | |
| 4 | NFLX |
Netflix Inc
|
790 | $56,406 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
193 | $6,949 | |
| 6 | PSKY |
Paramount Skydance Corp
|
659 | $6,497 | |
| 7 | ANGX |
Angel Studios, Inc.
|
53 | $194 |
All Filings in WBD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,997 | 4,351 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $67,386 | 2,454 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||