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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WBD holding history

Warner Bros. Discovery, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WBD overviewAll 13F holders of WBDFull Q2 2026 holdings

Shares (Q2 2026)
42,482
Value
$1.13M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WBD by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,482$1.13M<0.1%+436+1.0%AddedHolders
Q1 202642,046$1.15M<0.1%+3,921+10.3%AddedHolders
Q4 202538,125$1.10M<0.1%+6,621+21.0%AddedHolders
Q3 202531,504$615.3K<0.1%+1,759+5.9%AddedHolders
Q2 202529,745$340.9K<0.1%+2,086+7.5%AddedHolders
Q1 202527,659$296.8K<0.1%+1,084+4.1%AddedHolders
Q4 202426,575$280.9K<0.1%−5,391−16.9%ReducedHolders
Q3 202431,966$263.7K<0.1%−5,002−13.5%ReducedHolders
Q2 202436,968$275.0K<0.1%+3,642+10.9%AddedHolders
Q1 202433,326$290.9K<0.1%−59,194−64.0%ReducedHolders
Q4 202392,520$982.6K<0.1%−12,631−12.0%ReducedHolders
Q3 2023105,151$1.14M<0.1%+1,326+1.3%AddedHolders
Q2 2023103,825$1.30M<0.1%−34,861−25.1%ReducedHolders
Q1 2023138,686$2.09M<0.1%−7,882−5.4%ReducedHolders
Q4 2022146,568$1.39M<0.1%−21,835−13.0%ReducedHolders
Q3 2022168,403$1.94M<0.1%−103,345−38.0%ReducedHolders
Q2 2022271,748$3.65M<0.1%+233,092+603.0%AddedHolders
Q1 202238,656$963.0K<0.1%+14,289+58.6%AddedHolders
Q4 202124,367$574.0K<0.1%+711+3.0%AddedHolders
Q3 202123,656$600.0K<0.1%+2,296+10.7%AddedHolders
Q2 202121,360$655.0K<0.1%+11,436+115.2%AddedHolders
Q1 20219,924$431.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.