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Root Financial Partners, LLC

Position in WBD — Warner Bros. Discovery, Inc.

CIK 1977181 ENCINITAS, CA

Position in WBD

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$81,089
-$1,883 QoQ
Shares Held
2,953
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WBD Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,970,042 across 2 Entertainment names.

# Ticker Company Shares Value (USD) Open

All Filings in WBD

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $81,089 2,953
2025-12-31 $82,972 2,879
2025-09-30 $47,848 2,450