Financial Perspectives, Inc
Position in WBD — Warner Bros. Discovery, Inc.
CIK 2003287
MINNEAPOLIS, MN
Position in WBD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$79,500
-$2,385 QoQ
Shares Held
2,982
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#905
of 1,304 holders
Holding Since
Jun 2022
17 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, 2026Financial Perspectives, Inc holds $695,849 across 8 Entertainment names. WBD ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
5,779 | $556,228 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
This page
|
2,982 | $79,500 | |
| 3 | NFLX |
Netflix Inc
|
450 | $32,130 | |
| 4 | VSNT |
Versant Media Group, Inc.
|
592 | $21,317 | |
| 5 | PSKY |
Paramount Skydance Corp
|
432 | $4,259 | |
| 6 | TKO |
TKO Group Holdings, Inc.
|
6 | $1,207 | |
| 7 | FOXA |
Fox Corp
|
17 | $886 | |
| 8 | NWSA |
News Corp
|
13 | $322 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,500 | 2,982 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $81,885 | 2,982 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $85,941 | 2,982 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $58,238 | 2,982 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,735 | 3,031 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $32,522 | 3,031 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $32,037 | 3,031 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $28,743 | 3,484 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $28,852 | 3,878 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,067 | 4,246 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $51,301 | 4,508 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $48,956 | 4,508 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $56,530 | 4,508 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $74,790 | 4,953 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $47,712 | 5,033 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $74,370 | 6,467 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $86,787 | 6,467 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||