Position in WBD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,303
+$9,916 QoQ
Shares Held
499
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,091
of 1,306 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $649,841 across 3 Entertainment names. WBD ranks #3 (2.0% of the industry book) .
All Filings in WBD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,303 | 499 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $3,387 | 388 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||