Foundations Investment Advisors, LLC
EndowmentPosition in WBD — Warner Bros. Discovery, Inc.
CIK 1743404
PHOENIX, AZ
Position in WBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$337,915
-$584 QoQ
Shares Held
12,675
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#711
of 1,306 holders
Holding Since
Dec 2022
13 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, 2026Foundations Investment Advisors, LLC holds $5,569,222 across 4 Entertainment names. WBD ranks #4 (6.1% of the industry book) .
All Filings in WBD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,915 | 12,675 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $338,499 | 12,327 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $392,816 | 13,630 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $240,121 | 12,295 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $163,522 | 14,269 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $156,818 | 14,615 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $149,639 | 14,157 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $120,532 | 14,610 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $101,942 | 13,702 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $130,642 | 11,480 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $145,480 | 13,396 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $128,710 | 10,264 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $118,291 | 12,478 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||