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CAPTRUST FINANCIAL ADVISORS: WBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WBD, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 136,073 WBD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,073 shares
    Change vs previous 13F +17,868 shares

    0.01% of the 13F portfolio, value $3,627,719.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,205 shares
    Change vs previous 13F +4,015 shares

    0.01% of the 13F portfolio, value $3,245,923.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 114,190 shares
    Change vs previous 13F +2,516 shares

    0.01% of the 13F portfolio, value $3,290,959.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 111,674 shares
    Change vs previous 13F -31,871 shares

    <0.01% of the 13F portfolio, value $2,180,997.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,545 shares
    Change vs previous 13F +3,699 shares

    <0.01% of the 13F portfolio, value $1,645,021.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 139,846 shares
    Change vs previous 13F +7,420 shares

    <0.01% of the 13F portfolio, value $1,500,543.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 132,426 shares
    Change vs previous 13F +1,950 shares

    <0.01% of the 13F portfolio, value $1,399,746.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 130,476 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,047,538.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).