POWER WEALTH MANAGEMENT LLC WBD — WARNER BROS DISCOVERY INC

Ownership history in POWER WEALTH MANAGEMENT LLC  ·  8 quarters on record

AI Ownership Summary

POWER WEALTH MANAGEMENT LLC reported WARNER BROS DISCOVERY INC (WBD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q3. The latest visible filing shows WBD at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POWER WEALTH MANAGEMENT LLC's position in WARNER BROS DISCOVERY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WBD was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WBD stock page POWER WEALTH MANAGEMENT LLC fund profile POWER WEALTH MANAGEMENT LLC full holdings
How POWER WEALTH MANAGEMENT LLC held WBD — position size vs. price
% of Fund (quarterly)    WBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 81.5% -4.7% ✅ 36,069 -159,137 -81.5% 0.37% $1.0M 2026-02-14 (Est.) $27.99
2025 Q3 REDUCED — — — 195,206 -9,282 -4.5% 1.39% $3.8M 2025-11-12 $22.19
2025 Q2 REDUCED — — — 204,488 -1,398 -0.7% 0.90% $2.3M 2025-08-12 $11.22
2025 Q1 ADDED — — — 205,886 +1,299 +0.6% 0.89% $2.2M 2025-05-14 $9.21
2024 Q4 REDUCED — — — 204,587 -1,581 -0.8% 0.90% $2.2M 2025-02-13 $10.21
2024 Q3 ADDED — — — 206,168 +116,740 +130.5% 0.73% $1.7M 2024-11-12 $9.22
2024 Q2 ADDED — — — 89,428 +70,674 +376.8% 0.32% $665K 2024-08-13 $7.06
2024 Q1 INITIATED — — — 18,754 — — 0.10% $164K 2024-05-03 $7.97

🏢 Other funds also holding WBD

As of 2026 Q1 — sorted by position size

Samson Rock Capital LLP 3Y 27.11% Credit Capital Investments LLC 3Y 7Y 12.58% SYQUANT CAPITAL SAS 3Y 9.47% BCK CAPITAL MANAGEMENT LP 3Y 8.13% CIBRA Capital Ltd 3.92% West Tower Group, LLC 3Y 3.59% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 2.53% SUMMIT SECURITIES GROUP LLC 3Y 7Y 2.48% SUMMIT SECURITIES GROUP LLC 3Y 7Y 2.42% St. Louis Financial Planners Asset Management, LLC 3Y 2.37%

FAQ About POWER WEALTH MANAGEMENT LLC and WBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has POWER WEALTH MANAGEMENT LLC reported owning WBD?

POWER WEALTH MANAGEMENT LLC reported WBD across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WBD position in POWER WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WBD was 1.39% in 2025 Q3.

What is the latest reported WBD position on this page?

The most recent filing on this page is 2025 Q4, when POWER WEALTH MANAGEMENT LLC reported 36,069 shares, equal to 0.37% of portfolio, with an estimated market value of $1.0M.

What does the chart on this WBD ownership page compare?

The chart compares POWER WEALTH MANAGEMENT LLC's quarterly WBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did POWER WEALTH MANAGEMENT LLC time their WBD position?

Based on 13F filing dates vs. subsequent WBD price moves, POWER WEALTH MANAGEMENT LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on WBD relative to SPY over the holding period was +70.0%.

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