True Wealth Design, LLC

Position in WBD — Warner Bros. Discovery, Inc.

CIK 1966033 AKRON, OH

Position in WBD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$15,702

+$1,149 QoQ

Shares Held

589

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,066

of 1,304 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

True Wealth Design, LLC holds $521,129 across 19 Entertainment names. WBD ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co	1,313	$126,376
2	NWSA	News Corp	4,135	$102,672
3	ROKU	Roku, Inc	601	$83,022
4	SIRI	Sirius Xm Holdings Inc.	1,642	$48,504
5	NFLX	Netflix Inc	613	$43,768
6	FOXA	Fox Corp	620	$32,339
7	LYV	Live Nation Entertainment, Inc.	134	$24,536
8	WBD	Warner Bros. Discovery, Inc. This page	589	$15,702

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,702	589	+11.1%	Shares	Sole	2026-07-16
2026-03-31	$14,553	530	+54.5%	Shares	Sole	2026-04-13
2025-12-31	$9,885	343	-6.8%	Shares	Sole	2026-01-08
2025-09-30	$7,187	368	+18.7%	Shares	Sole	2025-10-21
2025-06-30	$3,552	310	+35.4%	Shares	Sole	2025-08-06
2025-03-31	$2,457	229	+263.5%	Shares	Sole	2025-05-13
2024-12-31	$665	63	+37.0%	Shares	Sole	2025-02-14
2024-09-30	$379	46	0.0%	Shares	Sole	2024-11-14
2024-06-30	$342	46	-20.7%	Shares	Sole	2024-08-14
2024-03-31	$506	58	+45.0%	Shares	Sole	2024-05-14
2023-12-31	$455	40	0.0%	Shares	Sole	2024-02-14
2023-09-30	$434	40	0.0%	Shares	Sole	2023-11-13
2023-06-30	$501	40	0.0%	Shares	Sole	2023-08-14
2023-03-31	$604	40	-41.2%	Shares	Sole	2023-05-12
2022-12-31	$644	68	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.