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Disclosery

WBH ADVISORY INC: BSV position timeline

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

WBH ADVISORY INC held 58,139 BSV 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 58,139 shares
    Change vs previous 13F -23,232 shares

    0.3% of the 13F portfolio, value $4,529,659.

    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 81,371 shares
    Change vs previous 13F -6,641 shares

    0.48% of the 13F portfolio, value $6,359,988.

    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 88,012 shares
    Change vs previous 13F -4,496 shares

    0.51% of the 13F portfolio, value $6,936,257.

    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 92,508 shares
    Change vs previous 13F -5,334 shares

    0.56% of the 13F portfolio, value $7,299,818.

    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 97,842 shares
    Change vs previous 13F -10,001 shares

    0.66% of the 13F portfolio, value $7,700,191.

    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 107,843 shares
    Change vs previous 13F -1,749 shares

    0.79% of the 13F portfolio, value $8,441,959.

    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 109,592 shares
    Change vs previous 13F -4,415 shares

    0.79% of the 13F portfolio, value $8,468,181.

    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 114,007 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,971,195.

    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).