Position in WBD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,054,615
-$31,647 QoQ
Shares Held
39,558
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#523
of 1,306 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $1,743,047 across 3 Entertainment names. WBD ranks #1 (60.5% of the industry book) .
All Filings in WBD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,615 | 39,558 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,086,262 | 39,558 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,126,141 | 39,075 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,467 | 792 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,076 | 792 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,762 | 1,469 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,725 | 1,677 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,662 | 1,050 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,157 | 962 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,398 | 962 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,947 | 962 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,447 | 962 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,063 | 962 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,526 | 962 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $10,247 | 1,081 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,838 | 1,812 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $515,341 | 38,401 | Shares | Defined | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||