DIVERSIFY WEALTH MANAGEMENT, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 2030780
SANDY, UT
Position in WBD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$211,067
-$3,834 QoQ
Shares Held
7,917
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#845
of 1,306 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $26,361,228 across 6 Entertainment names. WBD ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
177,548 | $12,676,927 | |
| 2 | DIS |
Walt Disney Co
|
104,183 | $10,027,613 | |
| 3 | ANGX |
Angel Studios, Inc.
|
700,712 | $2,571,613 | |
| 4 | MSGS |
Madison Square Garden Sports Corp.
|
1,173 | $471,358 | |
| 5 | MANU |
Manchester United plc
|
17,560 | $402,650 | |
| 6 | WBD |
Warner Bros. Discovery, Inc.
This page
|
7,917 | $211,067 |
All Filings in WBD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,067 | 7,917 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $214,901 | 7,826 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||