Dynamic Wealth Strategies, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1812853
GRANITE BAY, CA
Position in WBD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,797
-$264 QoQ
Shares Held
330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,130
of 1,306 holders
Holding Since
Dec 2023
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, 2026Dynamic Wealth Strategies, LLC holds $42,191 across 4 Entertainment names. WBD ranks #3 (20.9% 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 | $8,797 | 330 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,061 | 330 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,510 | 330 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,444 | 330 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,781 | 330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,540 | 330 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $2,722 | 330 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2 | 330 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,880 | 330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,755 | 330 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||