Investmark Advisory Group LLC: WBS position timeline

Investmark Advisory Group LLC held 3,705 WBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,705 shares

   Change vs previous 13F -334 shares

   0.11% of the 13F portfolio, value $283,127.

   13F-HR 0001172661-26-003182 filed by Investmark Advisory Group LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,039 shares

   Change vs previous 13F +15 shares

   0.12% of the 13F portfolio, value $280,423.

   13F-HR 0001172661-26-002249 filed by Investmark Advisory Group LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,024 shares

   Change vs previous 13F -380 shares

   0.11% of the 13F portfolio, value $253,285.

   13F-HR 0001172661-26-000347 filed by Investmark Advisory Group LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,404 shares

   Change vs previous 13F +22 shares

   0.11% of the 13F portfolio, value $261,808.

   13F-HR 0001172661-25-004399 filed by Investmark Advisory Group LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,382 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $239,310.

   13F-HR 0001172661-25-003439 filed by Investmark Advisory Group LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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