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Disclosery

WBH ADVISORY INC: BND position timeline

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

WBH ADVISORY INC held 312,358 BND 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 312,358 shares
    Change vs previous 13F -18,121 shares

    1.54% of the 13F portfolio, value $22,930,174.

    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 330,479 shares
    Change vs previous 13F -23,446 shares

    1.82% of the 13F portfolio, value $24,263,805.

    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 353,925 shares
    Change vs previous 13F +15,215 shares

    1.94% of the 13F portfolio, value $26,215,240.

    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 338,710 shares
    Change vs previous 13F -3,922 shares

    1.92% of the 13F portfolio, value $25,189,871.

    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 342,632 shares
    Change vs previous 13F +82,540 shares

    2.15% of the 13F portfolio, value $25,228,016.

    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 260,092 shares
    Change vs previous 13F +29,305 shares

    1.78% of the 13F portfolio, value $19,103,755.

    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 230,787 shares
    Change vs previous 13F +21,279 shares

    1.54% of the 13F portfolio, value $16,595,878.

    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 209,508 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $15,736,166.

    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).