WARNER BROS DISCOVERY INCLASS SERIES A - COM (WBD)

CUSIP: 97263M109

Q3 2023 13F Holders as of 30 Sep 2023

Share change
+59,289
SEC-reported price per share
$10.86
Number of holders
1
Value change
+$644,000
Number of buys
1

Security key

97263M109

Report period

Q3 2023

Institutions

1

Top holders

1

Ownership snapshot

Top reported holders of WBD - WARNER BROS DISCOVERY INCLASS SERIES A - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
ADVANCE LONG-TERM MANAGEM...
Disclosed value leader
David Leavy
Comparable rows
0/8
Latest evidence
01 Apr 2023
3/4/5 Highest disclosed value: $6,116,312 8 rows are not safely comparable across share classes. Showing 1-6 of 8 holder rows.

Quick read

David Leavy has the largest disclosed position value at $6.12M.

0 of 8 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens David Leavy's linked filing trail.
Disclosed position value Top 5
David Leavy $6.12M
Robert R. Bennett $3.29M
Robert R. Beck $852.7K
Robert Miron $800.2K
J. David Wargo $515.4K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 8 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ADVANCE LONG-TERM MANAGEMENT TRUST
3/4/5
Director, 10%+ Owner
—
denominator unverified
—
2,083,325 shares
— 24 Jun 2021
David Leavy
3/4/5
Chief Corp Affairs Officer
—
mixed-class rows
$6,116,312
376,432 shares
mixed-class rows
— 01 Mar 2023
Robert R. Bennett
3/4/5
Director
—
denominator unverified
$3,290,940
288,679 shares
— 01 Apr 2023
Robert R. Beck
3/4/5
Director
—
denominator unverified
$852,686
74,797 shares
— 10 Jun 2021
Robert Miron
3/4/5
Director
—
denominator unverified
$800,166
70,190 shares
— 10 Jun 2021
J. David Wargo
3/4/5
Director
—
denominator unverified
$515,428
45,213 shares
— 10 Jun 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Shares
59,289
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2026 Across Filers

Q2 2026 holders
1
Q3 2023 holders
1
Holder diff
0
Investor Q2 2026 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2026 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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