EverSource Wealth Advisors, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in WBD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,514
+$16,692 QoQ
Shares Held
8,384
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#215
of 455 holders
Holding Since
Jun 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $6,925,421 across 31 Entertainment names. WBD ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
62,835 | $4,486,414 | |
| 2 | DIS |
Walt Disney Co
|
8,653 | $832,847 | |
| 3 | NWSA |
News Corp
|
10,840 | $269,152 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
This page
|
8,384 | $223,514 | |
| 5 | ROKU |
Roku, Inc
|
1,518 | $209,692 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
855 | $172,115 | |
| 7 | LYV |
Live Nation Entertainment, Inc.
|
752 | $137,694 | |
| 8 | VSNT |
Versant Media Group, Inc.
|
3,383 | $121,819 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,514 | 8,384 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $206,822 | 7,532 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $159,226 | 5,525 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $116,416 | 5,961 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,077 | 5,417 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $81,288 | 7,576 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $182,869 | 17,301 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,933 | 2,780 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,281 | 2,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,756 | 1,805 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $39,839 | 3,501 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $56,980 | 5,247 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $69,833 | 5,569 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $77,024 | 5,101 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $51,901 | 5,475 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,659 | 2,666 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $18,840 | 1,404 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||