Skip to main content

PERSONAL CFO SOLUTIONS, LLC

Position in WBD — Warner Bros. Discovery, Inc.

CIK 1677501 CHESTER, NJ

Position in WBD

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$810,357
-$84,344 QoQ
Shares Held
30,396
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#560
of 1,306 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 7% Shared 0% None 93%

Common Shares in WBD Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $4,133,713 across 4 Entertainment names. WBD ranks #3 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WBD
Warner Bros. Discovery, Inc.
This page
30,396 $810,357

All Filings in WBD

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $810,357 30,396
2026-03-31 $894,701 32,582
2025-12-31 $988,526 34,300
2025-09-30 $699,213 35,802
2025-06-30 $486,385 42,442
2025-03-31 $465,510 43,384
2024-12-31 $453,822 42,935
2024-09-30 $344,528 41,761
2024-06-30 $299,266 40,224
2024-03-31 $290,839 33,315
2023-12-31 $285,933 25,126
2023-09-30 $260,835 24,018
2023-06-30 $294,627 23,495
2023-03-31 $331,007 21,921
2022-12-31 $314,157 33,139
2022-09-30 $176,467 15,345
2022-06-30 $164,569 12,263