Soltis Investment Advisors LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1802530
ST. GEORGE, UT
Position in WBD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$259,775
+$7,967 QoQ
Shares Held
9,744
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#788
of 1,306 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $5,306,738 across 3 Entertainment names. WBD ranks #3 (4.9% of the industry book) .
All Filings in WBD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,775 | 9,744 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $251,808 | 9,170 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $234,393 | 8,133 | Shares | Sole | 2026-04-02 | |
| 2022-12-31 | $111,882 | 11,802 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $135,964 | 11,823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,878 | 11,988 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||