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Disclosery

WBH ADVISORY INC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on AGG, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 53,188 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,188 shares
    Change vs previous 13F +532 shares

    0.35% of the 13F portfolio, value $5,264,520.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 52,656 shares
    Change vs previous 13F +11,941 shares

    0.39% of the 13F portfolio, value $5,212,903.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 40,715 shares
    Change vs previous 13F -372 shares

    0.3% of the 13F portfolio, value $4,066,578.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 41,087 shares
    Change vs previous 13F -2,677 shares

    0.31% of the 13F portfolio, value $4,118,990.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 43,764 shares
    Change vs previous 13F -118 shares

    0.37% of the 13F portfolio, value $4,341,420.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 43,882 shares
    Change vs previous 13F +213 shares

    0.4% of the 13F portfolio, value $4,340,856.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 43,669 shares
    Change vs previous 13F +29,233 shares

    0.39% of the 13F portfolio, value $4,231,526.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 14,436 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,461,934.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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