United Financial Planning Group LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in WBD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,730
-$292 QoQ
Shares Held
365
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,122
of 1,307 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $115,000 across 6 Entertainment names. WBD ranks #4 (8.5% of the industry book) .
All Filings in WBD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,730 | 365 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,022 | 365 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,371 | 117 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $97 | 5 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||