Modern Wealth Management, LLC

Position in WBD — Warner Bros. Discovery, Inc.

CIK 2001900 KANSAS CITY, MO

Position in WBD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$278,754

+$43,204 QoQ

Shares Held

10,456

+21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#758

of 1,306 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Communication Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $7,081,337 across 5 Entertainment names. WBD ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	51,264	$3,660,247
2	DIS	Walt Disney Co	25,843	$2,487,385
3	SIRI	Sirius Xm Holdings Inc.	14,554	$429,923
4	WBD	Warner Bros. Discovery, Inc. This page	10,456	$278,754
5	ROKU	Roku, Inc	1,629	$225,028

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,754	10,456	+21.9%	Shares	Other	2026-08-14
2026-03-31	$235,550	8,578	+1.6%	Shares	Other	2026-05-14
2025-12-31	$243,325	8,443	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.