ELEVATION POINT WEALTH PARTNERS, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1744349
DENVER, CO
Position in WBD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$299,045
-$23,033 QoQ
Shares Held
11,217
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#741
of 1,306 holders
Holding Since
Jun 2023
6 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $26,999,923 across 8 Entertainment names. WBD ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
129,176 | $12,433,190 | |
| 2 | NFLX |
Netflix Inc
|
107,122 | $7,648,510 | |
| 3 | LYV |
Live Nation Entertainment, Inc.
|
14,457 | $2,647,221 | |
| 4 | ROKU |
Roku, Inc
|
11,833 | $1,634,610 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
36,736 | $1,322,863 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
3,574 | $719,481 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
This page
|
11,217 | $299,045 | |
| 8 | IMAX |
Imax Corp
|
7,401 | $295,003 |
All Filings in WBD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,045 | 11,217 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $322,078 | 11,729 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $43,891 | 3,830 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $187,804 | 16,503 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $257,555 | 23,716 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $230,058 | 18,346 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||