Fee-Only Financial Planning, L.C.
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1954044
OKATIE, SC
Position in WBD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$265,133
-$7,956 QoQ
Shares Held
9,945
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#778
of 1,306 holders
Holding Since
Dec 2022
7 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, 2026Fee-Only Financial Planning, L.C. holds $265,133 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
|
9,945 | $265,133 |
All Filings in WBD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,133 | 9,945 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $273,089 | 9,945 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $286,614 | 9,945 | Shares | Sole | 2026-01-26 | |
| 2023-09-30 | $110,098 | 10,138 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $127,130 | 10,138 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $153,491 | 10,165 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $96,364 | 10,165 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||