Position in WBD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,581
-$4,809 QoQ
Shares Held
772
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,038
of 1,306 holders
Holding Since
Jun 2022
13 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, 2026Concord Wealth Partners holds $3,226,989 across 4 Entertainment names. WBD ranks #3 (0.6% of the industry book) .
All Filings in WBD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,581 | 772 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $25,390 | 881 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $25,799 | 1,321 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,096 | 881 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $17,103 | 1,594 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,922 | 1,601 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,253 | 2,455 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,114 | 1,225 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $39,590 | 4,535 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $64,781 | 5,166 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $72,600 | 4,808 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $54,424 | 5,741 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $86,934 | 6,478 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||