Safeguard Investment Advisory Group, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1846711
Corona, CA
Position in WBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,803
-$18,128 QoQ
Shares Held
9,445
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#799
of 1,306 holders
Holding Since
Sep 2022
16 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, 2026Safeguard Investment Advisory Group, LLC holds $1,348,491 across 3 Entertainment names. WBD ranks #3 (18.7% of the industry book) .
All Filings in WBD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,803 | 9,445 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $269,931 | 9,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $293,675 | 10,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $204,361 | 10,464 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $128,363 | 11,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,815 | 11,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $123,055 | 11,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $96,987 | 11,756 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,963 | 13,436 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $138,536 | 15,869 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $243,247 | 21,375 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $241,667 | 22,253 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,767 | 22,310 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $354,970 | 23,508 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $210,740 | 22,230 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $257,140 | 22,360 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||