Nvest Wealth Strategies, Inc.

Position in WBD — Warner Bros. Discovery, Inc.

CIK 2106942 POWELL, OH

Position in WBD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$17,595

-$528 QoQ

Shares Held

660

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,055

of 1,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $86,067 across 6 Entertainment names. WBD ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYV	Live Nation Entertainment, Inc.	188	$34,424
2	ROKU	Roku, Inc	150	$20,721
3	WBD	Warner Bros. Discovery, Inc. This page	660	$17,595
4	NFLX	Netflix Inc	166	$11,852
5	DIS	Walt Disney Co	11	$1,058
6	FOXA	Fox Corp	8	$417

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,595	660	0.0%	Shares	Sole	2026-07-10
2026-03-31	$18,123	660	+1.5%	Shares	Sole	2026-04-13
2025-12-31	$18,733	650	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.