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Disclosery

WBH ADVISORY INC: CB position timeline

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

WBH ADVISORY INC held 2,612 CB 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 2,612 shares
    Change vs previous 13F -1,002 shares

    0.06% of the 13F portfolio, value $890,013.

    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 3,614 shares
    Change vs previous 13F -23 shares

    0.09% of the 13F portfolio, value $1,182,356.

    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 3,637 shares
    Change vs previous 13F -71 shares

    0.08% of the 13F portfolio, value $1,135,206.

    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 3,708 shares
    Change vs previous 13F -58 shares

    0.08% of the 13F portfolio, value $1,046,602.

    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 3,766 shares
    Change vs previous 13F -167 shares

    0.09% of the 13F portfolio, value $1,091,101.

    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 3,933 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $1,187,739.

    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 4,026 shares
    Change vs previous 13F -116 shares

    0.1% of the 13F portfolio, value $1,112,391.

    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 4,142 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,194,515.

    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).