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Warner Bros. Discovery shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Warner Bros. Discovery

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

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Quarterly reported holdings in Warner Bros. Discovery by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $10k 365 27.46

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Warner Bros. Discovery

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Pentwater Capital Management
Millennium Management
Citadel Advisors
Goldman Sachs Group
Susquehanna International
Harris Associates L.P
Sessa Capital IM
Morgan Stanley
FMR

View all funds holding Warner Bros. Discovery