Everhart Financial Group, Inc.
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1852858
Dublin, OH
Position in WBD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,371,816
-$247,802 QoQ
Shares Held
51,456
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#493
of 1,304 holders
Holding Since
Mar 2024
10 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, 2026Everhart Financial Group, Inc. holds $5,116,886 across 4 Entertainment names. WBD ranks #2 (26.8% of the industry book) .
All Filings in WBD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371,816 | 51,456 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,619,618 | 58,981 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,720,813 | 59,709 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $931,659 | 47,704 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $455,603 | 39,756 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $378,361 | 35,262 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $331,665 | 31,378 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $195,648 | 23,715 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $133,228 | 17,907 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $99,932 | 11,447 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||