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Disclosery

MCMORGAN & CO LLC: WH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCMORGAN & CO LLC on WH, newest first. How the timeline and the estimate are built.

MCMORGAN & CO LLC held 2,545 WH 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 2,545 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $214,314.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 2,570 shares
    Change vs previous 13F -865 shares

    0.03% of the 13F portfolio, value $208,761.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO LLC
    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 3,435 shares
    Change vs previous 13F -20,305 shares

    0.04% of the 13F portfolio, value $259,549.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO LLC
    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 23,740 shares
    Change vs previous 13F -5,194 shares

    0.29% of the 13F portfolio, value $1,896,826.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO LLC
    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 28,934 shares
    Change vs previous 13F -135 shares

    0.35% of the 13F portfolio, value $2,349,730.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO LLC
    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 29,069 shares
    Change vs previous 13F -120 shares

    0.42% of the 13F portfolio, value $2,631,035.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO LLC
    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 29,189 shares
    Change vs previous 13F -215 shares

    0.46% of the 13F portfolio, value $2,941,959.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO LLC
    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 29,404 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,297,629.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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