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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

WBD holding history

Warner Bros. Discovery, Inc. in every 13F filed by SOA Wealth Advisors, 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)
2,941
Value
$78.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WBD by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,941$78.4K<0.1%00.0%UnchangedHolders
Q1 20262,941$80.8K<0.1%00.0%UnchangedHolders
Q4 20252,941$84.8K<0.1%00.0%UnchangedHolders
Q3 20252,941$57.4K<0.1%+222+8.2%AddedHolders
Q2 20252,719$31.2K<0.1%00.0%UnchangedHolders
Q1 20252,719$29.2K<0.1%00.0%UnchangedHolders
Q4 20242,719$28.7K<0.1%−93−3.3%ReducedHolders
Q3 20242,812$23.2K<0.1%−38−1.3%ReducedHolders
Q2 20242,850$21.2K<0.1%−588−17.1%ReducedHolders
Q1 20243,438$30.0K<0.1%−84−2.4%ReducedHolders
Q4 20233,522$40.1K<0.1%−497−12.4%ReducedHolders
Q3 20234,019$43.6K<0.1%+7+0.2%AddedHolders
Q2 20234,012$50.3K<0.1%−100−2.4%ReducedHolders
Q1 20234,112$62.1K<0.1%+25+0.6%AddedHolders
Q4 20224,087$38.7K<0.1%+69+1.7%AddedHolders
Q3 20224,018$46.0K<0.1%+24+0.6%AddedHolders
Q2 20223,994$53.0K<0.1%+3,988+66,466.7%AddedHolders
Q1 20226$00.0%00.0%UnchangedHolders
Q4 20216$00.0%00.0%UnchangedHolders
Q3 20216$00.0%00.0%UnchangedHolders
Q2 20216$00.0%+3+100.0%AddedHolders
Q1 20213$00.0%––Holders

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