Independent Advisor Alliance
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1696899
CHARLOTTE, NC
Position in WBD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$864,157
+$110,491 QoQ
Shares Held
32,414
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#551
of 1,304 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Independent Advisor Alliance holds $22,576,274 across 7 Entertainment names. WBD ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
213,561 | $15,248,255 | |
| 2 | DIS |
Walt Disney Co
|
51,235 | $4,931,368 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
32,414 | $864,157 | |
| 4 | MSGS |
Madison Square Garden Sports Corp.
|
1,266 | $508,729 | |
| 5 | TKO |
TKO Group Holdings, Inc.
|
1,755 | $353,298 | |
| 6 | LYV |
Live Nation Entertainment, Inc.
|
1,897 | $347,359 | |
| 7 | ROKU |
Roku, Inc
|
2,339 | $323,108 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,157 | 32,414 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $753,666 | 27,446 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $759,522 | 26,354 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $416,359 | 21,319 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $201,111 | 17,549 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $205,510 | 19,153 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $193,451 | 18,302 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $130,992 | 15,878 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $128,971 | 17,335 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $159,566 | 18,278 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $239,446 | 21,041 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $306,121 | 28,188 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $381,692 | 30,438 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $468,386 | 31,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $452,101 | 47,690 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $647,404 | 56,296 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $850,720 | 63,392 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||