CGC Financial Services, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1992785
LAKE OSWEGO, OR
Position in WBD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$19,141
+$4,121 QoQ
Shares Held
718
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,048
of 1,306 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $162,509 across 5 Entertainment names. WBD ranks #2 (11.8% of the industry book) .
All Filings in WBD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,141 | 718 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,020 | 547 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $19,539 | 678 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,928 | 662 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,586 | 662 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,103 | 662 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,997 | 662 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,461 | 662 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,925 | 662 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,779 | 662 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,771 | 595 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,461 | 595 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,461 | 595 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||