Smallwood Wealth Investment Management »

Warner Bros. Discovery shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Warner Bros. Discovery

Tip: Access up to 7 years of quarterly data

All positions including Warner Bros. Discovery held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Warner Bros. Discovery by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 2.0k 19.53
2025-06-30 $23k 2.0k 11.46
2025-03-31 $29k 2.7k 10.73

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Warner Bros. Discovery

Vanguard Group
BlackRock
State Street Corporation
Harris Associates L.P
Geode Capital Management
Sessa Capital IM
FMR
Invesco
Jericho Capital Asset Management
Susquehanna International
Pentwater Capital Management
Morgan Stanley
UBS Group
Northern Trust
Jpmorgan Chase & Co

View all funds holding Warner Bros. Discovery