Patriot Financial Group Insurance Agency, LLC
InsurancePosition in WBD — Warner Bros. Discovery, Inc.
CIK 1694883
Westborough, MA
Position in WBD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,595,371
+$839,336 QoQ
Shares Held
58,098
+121.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026Patriot Financial Group Insurance Agency, LLC holds $5,037,236 across 3 Entertainment names.
All Filings in WBD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,595,371 | 58,098 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $756,035 | 26,233 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $472,469 | 24,192 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $307,655 | 26,846 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $251,800 | 23,467 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $222,995 | 21,097 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $182,943 | 22,175 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $189,355 | 25,451 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $144,446 | 16,546 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $178,950 | 15,725 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $180,178 | 16,591 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $209,744 | 16,726 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $204,967 | 13,574 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $195,420 | 20,614 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $186,403 | 16,209 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $140,681 | 10,483 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||