SIMA Wealth Partners, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 2135539
NORTH CHESTERFIELD, VA
Position in WBD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,532
-$76 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,220
of 1,306 holders
Holding Since
Jun 2024
9 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, 2026SIMA Wealth Partners, LLC holds $2,532 across 1 Entertainment name. WBD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBD |
Warner Bros. Discovery, Inc.
This page
|
95 | $2,532 |
All Filings in WBD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,532 | 95 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,608 | 95 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,014 | 174 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $3,691 | 189 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $2,165 | 189 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $2,027 | 189 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $1,997 | 189 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $1,559 | 189 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $1,406 | 189 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||