WBD WARNER BROS DISCOVERY INC

Ownership history in BFSG, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which BFSG, LLC reported a position in WARNER BROS DISCOVERY INC (WBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.13% (2022 Q3)
Avg. % of fund
0.37%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,534 +17,834 +482.0% 0.06% $621K $28.82
2025 Q3 REDUCED 3,700 -131,084 -97.3% 0.01% $72K $19.53
2025 Q3 REDUCED 134,784 -22,122 -14.1% 0.25% $2.6M $19.53
2025 Q2 ADDED 156,906 +15,786 +11.2% 0.20% $1.8M $11.46
2025 Q1 REDUCED 141,120 -6,269 -4.3% 0.18% $1.5M $10.73
2024 Q4 REDUCED 147,389 -10,389 -6.6% 0.18% $1.6M $10.57
2024 Q3 REDUCED 157,778 -83,535 -34.6% 0.15% $1.3M $8.25
2024 Q2 ADDED 241,313 +3,719 +1.6% 0.23% $1.8M $7.44
2024 Q1 ADDED 237,594 +7,994 +3.5% 0.27% $2.1M $8.73
2023 Q4 REDUCED 229,600 -6,880 -2.9% 0.38% $2.6M $11.38
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WBD price (monthly, adj. close)
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