Position in WBD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,756
-$413 QoQ
Shares Held
516
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,083
of 1,304 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, 2026IAG Wealth Partners, LLC holds $165,115 across 7 Entertainment names. WBD ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
624 | $60,060 | |
| 2 | NFLX |
Netflix Inc
|
590 | $42,126 | |
| 3 | TKO |
TKO Group Holdings, Inc.
|
200 | $40,262 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
This page
|
516 | $13,756 | |
| 5 | MSGS |
Madison Square Garden Sports Corp.
|
17 | $6,831 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
43 | $1,548 | |
| 7 | ANGX |
Angel Studios, Inc.
|
145 | $532 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,756 | 516 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,169 | 516 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $14,871 | 516 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,733 | 396 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,538 | 396 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,324 | 403 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,185 | 396 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,448 | 418 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,946 | 396 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,119 | 701 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,304 | 554 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,172 | 108 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,053 | 84 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,600 | 106 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,004 | 106 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,602 | 835 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,200 | 462 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||