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Disclosery

SMI Advisory Services, LLC: WCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMI Advisory Services, LLC on WCPB, newest first. How the timeline and the estimate are built.

SMI Advisory Services, LLC held 881,541 WCPB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 881,541 shares
    Change vs previous 13F +36,302 shares

    3.42% of the 13F portfolio, value $21,415,816.

    13F-HR 0001609008-26-000004 filed by SMI Advisory Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 845,239 shares
    Change vs previous 13F +31,189 shares

    3.47% of the 13F portfolio, value $21,435,258.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 814,050 shares
    Change vs previous 13F +88,437 shares

    3.4% of the 13F portfolio, value $20,615,831.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 725,613 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $18,640,999.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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