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SCHWARTZ INVESTMENT COUNSEL INC: WBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHWARTZ INVESTMENT COUNSEL INC on WBI, newest first. How the timeline and the estimate are built.

SCHWARTZ INVESTMENT COUNSEL INC held 1,681,789 WBI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,681,789 shares
    Change vs previous 13F +78,760 shares

    1.91% of the 13F portfolio, value $57,634,909.

    13F-HR 0001398344-26-012735 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,603,029 shares
    Change vs previous 13F +218,000 shares

    1.53% of the 13F portfolio, value $42,945,147.

    13F-HR 0001398344-26-008174 filed by SCHWARTZ INVESTMENT COUNSEL INC
    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 1,385,029 shares
    Change vs previous 13F +312,000 shares

    0.97% of the 13F portfolio, value $27,714,430.

    13F-HR 0001398344-26-002184 filed by SCHWARTZ INVESTMENT COUNSEL INC
    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 1,073,029 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $27,061,791.

    13F-HR 0001398344-25-019951 filed by SCHWARTZ INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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