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Disclosery

WBH ADVISORY INC: CL position timeline

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

WBH ADVISORY INC held 7,977 CL 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 7,977 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $731,331.

    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 8,044 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $687,038.

    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 8,264 shares
    Change vs previous 13F -51 shares

    0.05% of the 13F portfolio, value $653,021.

    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 8,315 shares
    Change vs previous 13F -210 shares

    0.05% of the 13F portfolio, value $664,701.

    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 8,525 shares
    Change vs previous 13F -56 shares

    0.07% of the 13F portfolio, value $774,923.

    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 8,581 shares
    Change vs previous 13F -280 shares

    0.08% of the 13F portfolio, value $804,050.

    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 8,861 shares
    Change vs previous 13F -541 shares

    0.07% of the 13F portfolio, value $805,561.

    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 9,402 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $976,027.

    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).