Carter Financial Group, INC.
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1919749
Barrington, IL
Position in WBD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$220,024
-$1,907 QoQ
Shares Held
8,253
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#834
of 1,306 holders
Holding Since
Mar 2026
2 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, 2026Carter Financial Group, INC. holds $220,024 across 1 Entertainment name. WBD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBD |
Warner Bros. Discovery, Inc.
This page
|
8,253 | $220,024 |
All Filings in WBD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,024 | 8,253 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $221,931 | 8,082 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||