Position in WBD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$25,247
+$4,900 QoQ
Shares Held
947
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,020
of 1,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $188,214 across 6 Entertainment names. WBD ranks #3 (13.4% of the industry book) .
All Filings in WBD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,247 | 947 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $20,347 | 741 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,433 | 709 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,542 | 591 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,142 | 536 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,738 | 162 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42 | 4 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $33 | 4 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $29 | 4 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $34 | 4 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||