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Disclosery

Carter Financial Group, INC.: WBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carter Financial Group, INC. on WBD, newest first. How the timeline and the estimate are built.

Carter Financial Group, INC. held 8,253 WBD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,253 shares
    Change vs previous 13F +171 shares

    0.11% of the 13F portfolio, value $220,025.

    13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
    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 8,082 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $221,932.

    13F-HR 0001104659-26-049334 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

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