Holos Integrated Wealth LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 2080096
KENNETT SQUARE, PA
Position in WBD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,183
-$425 QoQ
Shares Held
532
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,081
of 1,306 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $29,924 across 4 Entertainment names. WBD ranks #1 (47.4% of the industry book) .
All Filings in WBD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,183 | 532 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,608 | 532 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $15,332 | 532 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $10,389 | 532 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $6,096 | 532 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,708 | 532 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $5,623 | 532 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||