Warner Bros. Discovery shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Warner Bros. Discovery
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Quarterly reported holdings in Warner Bros. Discovery by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 17k | 19.53 |
| 2025-06-30 | $209k | 18k | 11.46 |
| 2025-03-31 | $186k | 17k | 10.73 |
| 2024-12-31 | $183k | 17k | 10.57 |
| 2024-09-30 | $152k | 18k | 8.25 |
| 2024-06-30 | $135k | 18k | 7.44 |
| 2024-03-31 | $198k | 23k | 8.73 |
| 2023-12-31 | $242k | 21k | 11.38 |
| 2023-09-30 | $218k | 20k | 10.86 |
| 2023-06-30 | $248k | 20k | 12.54 |
| 2023-03-31 | $276k | 18k | 15.10 |
| 2022-12-31 | $186k | 20k | 9.48 |
| 2022-09-30 | $210k | 18k | 11.51 |
| 2022-06-30 | $242k | 18k | 13.43 |
More positions owned by Holistic Financial Partners
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