Position in WBD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,412
+$364 QoQ
Shares Held
128
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,197
of 1,304 holders
Holding Since
Dec 2023
8 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, 2026Valued Wealth Advisors LLC holds $97,267 across 6 Entertainment names. WBD ranks #4 (3.5% of the industry book) .
All Filings in WBD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,412 | 128 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,048 | 111 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $28 | 1 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $19 | 1 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $708 | 67 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $74 | 10 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $87 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $807 | 71 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||