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Warner Bros. Discovery shares owned by Estate Planners Group

Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Warner Bros. Discovery

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All positions including Warner Bros. Discovery held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Warner Bros. Discovery by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 402 28.82

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Guggenheim Strategic Opportu Com Sbi (GOF)
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Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
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Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Warner Bros. Discovery

Vanguard Group
BlackRock
State Street Corporation
Harris Associates L.P
Geode Capital Management
Goldman Sachs Group
Pentwater Capital Management
Sessa Capital IM
Norges Bank Investment Management
Millennium Management
Susquehanna International
UBS Group
FMR
Citadel Advisors
Invesco

View all funds holding Warner Bros. Discovery