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Disclosery

Adalta Capital Management LLC: WBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adalta Capital Management LLC on WBI, newest first. How the timeline and the estimate are built.

Adalta Capital Management LLC held 24,875 WBI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,875 shares
    Change vs previous 13F +250 shares

    0.37% of the 13F portfolio, value $852,466.

    13F-HR 0001698926-26-000003 filed by Adalta Capital Management LLC
    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 24,625 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $659,704.

    13F-HR 0001698926-26-000002 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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