Position in WBD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$305,043
+$35,469 QoQ
Shares Held
11,442
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#735
of 1,306 holders
Holding Since
Mar 2024
5 quarters on record
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,845,143 across 3 Entertainment names. WBD ranks #3 (2.6% of the industry book) .
All Filings in WBD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,043 | 11,442 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $269,574 | 9,817 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $217,331 | 7,541 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $104,375 | 14,029 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $442,008 | 50,631 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||