PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in WBD — Warner Bros. Discovery, Inc.
CIK 2145782
WALTHAM, MA
Position in WBD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,731
-$172 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,169
of 1,306 holders
Holding Since
Dec 2024
7 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $106,110 across 4 Entertainment names. WBD ranks #2 (5.4% of the industry book) .
All Filings in WBD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,731 | 215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,903 | 215 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $14,237 | 494 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $4,941 | 253 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $1,547 | 135 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $1,405 | 131 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $1,384 | 131 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||