Cherry Tree Wealth Management, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1985414
MINNETONKA, MN
Position in WBD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$11,340
-$562 QoQ
Shares Held
413
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $199,795 across 6 Entertainment names. WBD ranks #4 (5.7% of the industry book) .
All Filings in WBD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,340 | 413 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,902 | 413 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,065 | 413 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,732 | 413 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,431 | 413 | Shares | Sole | 2025-04-21 | |
| 2024-06-30 | $2,239 | 301 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,627 | 301 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,425 | 301 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,268 | 301 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,774 | 301 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||