Concurrent Investment Advisors, LLC

Position in WBD — Warner Bros. Discovery, Inc.

CIK 2001015 Tampa, FL

Position in WBD

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$681,693

-$3,146,553 QoQ

Shares Held

24,825

-81.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Communication Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $33,242,377 across 12 Entertainment names. WBD ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	223,668	$21,505,677
2	DIS	Walt Disney Co	85,251	$8,216,490
3	WBD	Warner Bros. Discovery, Inc. This page	24,825	$681,693
4	ROKU	Roku, Inc	6,641	$628,371
5	CNK	Cinemark Holdings, Inc.	14,471	$412,712
6	TKO	TKO Group Holdings, Inc.	1,866	$376,278
7	FOXA	Fox Corp	5,781	$337,609
8	AMCX	AMC Global Media Inc.	42,580	$289,118

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$681,693	24,825	-81.3%	Shares	Sole	2026-04-21
2025-12-31	$3,828,246	132,833	+521.0%	Shares	Sole	2026-01-29
2025-09-30	$417,766	21,391	-8.6%	Shares	Sole	2025-10-27
2025-06-30	$268,301	23,412	-11.5%	Shares	Sole	2025-07-25
2025-03-31	$283,787	26,448	+3.1%	Shares	Sole	2025-04-29
2024-12-31	$271,078	25,646	-11.0%	Shares	Sole	2025-02-03
2024-09-30	$237,748	28,818	-1.9%	Shares	Sole	2024-10-30
2024-06-30	$218,624	29,385	+21.1%	Shares	Sole	2024-07-30
2024-03-31	$211,754	24,256	-9.8%	Shares	Sole	2024-05-07
2023-12-31	$305,928	26,883	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.