West Financial Advisors, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1843684
DES MOINES, IA
Position in WBD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$53
-$1 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,300
of 1,306 holders
Holding Since
Jun 2022
12 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, 2026West Financial Advisors, LLC holds $5,148 across 4 Entertainment names. WBD ranks #3 (1.0% of the industry book) .
All Filings in WBD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53 | 2 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $54 | 2 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $57 | 2 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $39 | 2 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $22 | 2 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $21 | 2 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $21 | 2 | Shares | Sole | 2025-01-14 | |
| 2023-09-30 | $108 | 10 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $125 | 10 | Shares | Sole | 2023-07-07 | |
| 2022-12-31 | $9 | 1 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $11 | 1 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $13 | 1 | Shares | Other | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||