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Warner Bros. Discovery shares owned by Michels Family Financial

Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Michels Family Financial from 13F filings

Historical chart of Michels Family Financial investment in Warner Bros. Discovery

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All positions including Warner Bros. Discovery held by Michels Family Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Warner Bros. Discovery by Michels Family Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $802k 41k 19.53
2025-06-30 $514k 45k 11.46
2025-03-31 $503k 47k 10.73
2024-12-31 $497k 47k 10.57

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Meta Platforms Cl A (META)

View all positions for Michels Family Financial

Top funds holding Warner Bros. Discovery

Vanguard Group
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Harris Associates L.P
Geode Capital Management
Sessa Capital IM
FMR
Invesco
Jericho Capital Asset Management
UBS Group
Susquehanna International
Pentwater Capital Management
Northern Trust
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Warner Bros. Discovery