Warner Bros. Discovery shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Warner Bros. Discovery
Tip: Access up to 7 years of quarterly data
All positions including Warner Bros. Discovery held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Warner Bros. Discovery by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $133k | 12k | 11.46 |
| 2025-03-31 | $123k | 12k | 10.73 |
| 2024-12-31 | $121k | 11k | 10.57 |
| 2024-09-30 | $99k | 12k | 8.25 |
| 2024-06-30 | $87k | 12k | 7.44 |
| 2024-03-31 | $105k | 12k | 8.73 |
| 2023-09-30 | $136k | 13k | 10.86 |
| 2023-06-30 | $146k | 12k | 12.54 |
| 2023-03-31 | $188k | 12k | 15.10 |
| 2022-12-31 | $119k | 13k | 9.48 |
| 2022-09-30 | $166k | 15k | 11.47 |
| 2022-06-30 | $195k | 15k | 13.41 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management