Holistic Financial Partners

Position in WBD — Warner Bros. Discovery, Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in WBD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$402,112

-$44,799 QoQ

Shares Held

15,083

-7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#672

of 1,306 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Holistic Financial Partners holds $860,372 across 3 Entertainment names. WBD ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WBD	Warner Bros. Discovery, Inc. This page	15,083	$402,112
2	SIRI	Sirius Xm Holdings Inc.	7,943	$234,636
3	NFLX	Netflix Inc	3,132	$223,624

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,112	15,083	-7.3%	Shares	Sole	2026-07-23
2026-03-31	$446,911	16,275	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$468,469	16,255	-1.8%	Shares	Sole	2026-01-07
2025-09-30	$323,260	16,552	-9.1%	Shares	Sole	2025-11-07
2025-06-30	$208,675	18,209	+5.2%	Shares	Sole	2025-08-05
2025-03-31	$185,747	17,311	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$182,861	17,300	-6.0%	Shares	Sole	2025-02-04
2024-09-30	$151,899	18,412	+1.5%	Shares	Sole	2024-11-07
2024-06-30	$134,954	18,139	-20.0%	Shares	Sole	2024-07-30
2024-03-31	$197,987	22,679	+6.8%	Shares	Sole	2024-05-08
2023-12-31	$241,654	21,235	+5.8%	Shares	Sole	2024-02-14
2023-09-30	$217,938	20,068	+1.3%	Shares	Sole	2023-11-08
2023-06-30	$248,317	19,802	+8.6%	Shares	Sole	2023-08-09
2023-03-31	$275,454	18,242	-6.8%	Shares	Sole	2023-05-04
2022-12-31	$185,580	19,576	+7.3%	Shares	Sole	2023-02-07
2022-09-30	$209,875	18,250	+1.3%	Shares	Sole	2022-11-09
2022-06-30	$241,828	18,020	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.