Summit Place Financial Advisors, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1801413
SUMMIT, NJ
Position in WBD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,505,506
-$133,097 QoQ
Shares Held
93,980
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#413
of 1,306 holders
Holding Since
Sep 2024
8 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, 2026Summit Place Financial Advisors, LLC holds $8,947,779 across 3 Entertainment names. WBD ranks #3 (28.0% of the industry book) .
All Filings in WBD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,505,506 | 93,980 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,638,603 | 96,089 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,016,301 | 104,660 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,141,659 | 109,660 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,252,440 | 109,288 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,116,864 | 104,088 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $900,067 | 85,153 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $505,131 | 61,228 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||