CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WBD — Warner Bros. Discovery, Inc.
CIK 819864
KOKOMO, IN
Position in WBD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$57,825
-$3,822 QoQ
Shares Held
2,169
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#912
of 1,276 holders
Holding Since
Jun 2022
17 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $589,851 across 12 Entertainment names. WBD ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
2,406 | $231,577 | |
| 2 | LYV |
Live Nation Entertainment, Inc.
|
602 | $110,232 | |
| 3 | NFLX |
Netflix Inc
|
1,465 | $104,601 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
This page
|
2,169 | $57,825 | |
| 5 | IMAX |
Imax Corp
|
1,450 | $57,797 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
410 | $14,764 | |
| 7 | PSKY |
Paramount Skydance Corp
|
589 | $5,807 | |
| 8 | SIRI |
Sirius Xm Holdings Inc.
|
131 | $3,869 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,825 | 2,169 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $61,647 | 2,245 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $96,575 | 3,351 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,859 | 3,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $63,316 | 5,525 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $59,626 | 5,557 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $59,857 | 5,663 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,669 | 2,263 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,617 | 2,368 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,967 | 1,829 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,563 | 1,104 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $18,831 | 1,734 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,443 | 1,391 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $26,787 | 1,774 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $23,851 | 2,516 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,136 | 1,751 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $71,139 | 5,301 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||