CBIZ Investment Advisory Services, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in WBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,919
-$58 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,236
of 1,306 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $100,270 across 5 Entertainment names. WBD ranks #3 (1.9% of the industry book) .
All Filings in WBD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,919 | 72 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,977 | 72 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $54,354 | 1,886 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,833 | 1,886 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,613 | 1,886 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,661 | 2,578 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $27,397 | 2,592 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,526 | 1,882 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,607 | 1,829 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $628 | 72 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||