Golden State Wealth Management, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1776033
SANTA ANA, CA
Position in WBD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$33,325
-$2,373 QoQ
Shares Held
1,250
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#995
of 1,306 holders
Holding Since
Dec 2024
7 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, 2026Golden State Wealth Management, LLC holds $1,600,425 across 13 Entertainment names. WBD ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
11,410 | $814,674 | |
| 2 | DIS |
Walt Disney Co
|
5,691 | $547,758 | |
| 3 | LYV |
Live Nation Entertainment, Inc.
|
321 | $58,778 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
This page
|
1,250 | $33,325 | |
| 5 | SIRI |
Sirius Xm Holdings Inc.
|
1,020 | $30,130 | |
| 6 | PSKY |
Paramount Skydance Corp
|
2,883 | $28,426 | |
| 7 | MSGE |
Madison Square Garden Entertainment Corp.
|
250 | $20,222 | |
| 8 | MANU |
Manchester United plc
|
800 | $18,344 |
All Filings in WBD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,325 | 1,250 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $35,698 | 1,300 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $32,566 | 1,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,342 | 1,144 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,327 | 1,163 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,682 | 1,182 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,549 | 525 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||