Center for Financial Planning, Inc.
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1803557
SOUTHFIED, MI
Position in WBD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$45,588
-$1,368 QoQ
Shares Held
1,710
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#964
of 1,306 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $774,864 across 9 Entertainment names. WBD ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
3,679 | $354,103 | |
| 2 | NFLX |
Netflix Inc
|
4,850 | $346,290 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
1,710 | $45,588 | |
| 4 | PSKY |
Paramount Skydance Corp
|
1,856 | $18,300 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
120 | $4,321 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
88 | $2,599 | |
| 7 | FOXA |
Fox Corp
|
36 | $1,877 | |
| 8 | LLYVA |
Liberty Live Holdings, Inc.
|
9 | $911 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,588 | 1,710 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $46,956 | 1,710 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $63,086 | 2,189 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $42,751 | 2,189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,165 | 2,545 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,818 | 2,779 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $29,374 | 2,779 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $27,167 | 3,293 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $23,480 | 3,156 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $29,201 | 3,345 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $35,869 | 3,152 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $34,230 | 3,152 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $41,457 | 3,306 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $53,816 | 3,564 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $33,104 | 3,492 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $42,308 | 3,679 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $43,266 | 3,224 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||