Morton Brown Family Wealth, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1909851
ALLENTOWN, PA
Position in WBD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,652
+$32 QoQ
Shares Held
62
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,245
of 1,306 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, 2026Morton Brown Family Wealth, LLC holds $129,050 across 3 Entertainment names. WBD ranks #3 (1.3% of the industry book) .
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,652 | 62 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,620 | 59 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,700 | 59 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,152 | 59 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $676 | 59 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $633 | 59 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $623 | 59 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $742 | 90 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $669 | 90 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $785 | 90 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,007 | 440 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $977 | 90 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,128 | 90 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,359 | 90 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $853 | 90 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,035 | 90 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,106 | 157 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||