Position in WBD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$264,253
-$7,929 QoQ
Shares Held
9,912
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#783
of 1,306 holders
Holding Since
Jun 2024
9 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, 2026Keystone Financial Services holds $523,014 across 2 Entertainment names. WBD ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBD |
Warner Bros. Discovery, Inc.
This page
|
9,912 | $264,253 | |
| 2 | WMG |
Warner Music Group Corp.
|
9,559 | $258,761 |
All Filings in WBD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,253 | 9,912 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $272,182 | 9,912 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $355,436 | 12,333 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $257,658 | 13,193 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $156,669 | 13,671 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $138,963 | 12,951 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $153,401 | 14,513 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $119,929 | 14,537 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $107,976 | 14,513 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||