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Round Hill Asset Management: WHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Round Hill Asset Management on WHR, newest first. How the timeline and the estimate are built.

Round Hill Asset Management held 12,158 WHR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,158 shares
    Change vs previous 13F -143 shares

    0.3% of the 13F portfolio, value $479,268.

    13F-HR 0001696438-26-000006 filed by Round Hill Asset Management
    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 12,301 shares
    Change vs previous 13F -125 shares

    0.43% of the 13F portfolio, value $663,270.

    13F-HR 0001696438-26-000005 filed by Round Hill Asset Management
    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 12,426 shares
    Change vs previous 13F -1,448 shares

    0.56% of the 13F portfolio, value $896,412.

    13F-HR 0001696438-26-000001 filed by Round Hill Asset Management
    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 13,874 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,090,496.

    13F-HR 0001696438-25-000007 filed by Round Hill Asset Management
    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 13,874 shares
    Change vs previous 13F -305 shares

    0.95% of the 13F portfolio, value $1,407,101.

    13F-HR 0001696438-25-000006 filed by Round Hill Asset Management
    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 14,179 shares
    Change vs previous 13F +2,560 shares

    0.92% of the 13F portfolio, value $1,277,953.

    13F-HR 0001696438-25-000003 filed by Round Hill Asset Management
    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 11,619 shares
    Change vs previous 13F -535 shares

    0.94% of the 13F portfolio, value $1,330,143.

    13F-HR 0001696438-25-000002 filed by Round Hill Asset Management
    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 12,154 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,300,478.

    13F-HR 0001696438-24-000004 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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