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Disclosery

WBH ADVISORY INC: CMI position timeline

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

WBH ADVISORY INC held 5,475 CMI 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 5,475 shares
    Change vs previous 13F -72 shares

    0.26% of the 13F portfolio, value $3,904,537.

    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 5,547 shares
    Change vs previous 13F -175 shares

    0.23% of the 13F portfolio, value $3,051,127.

    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 5,722 shares
    Change vs previous 13F -139 shares

    0.22% of the 13F portfolio, value $2,920,589.

    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 5,861 shares
    Change vs previous 13F -215 shares

    0.19% of the 13F portfolio, value $2,475,340.

    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 6,076 shares
    Change vs previous 13F -56 shares

    0.17% of the 13F portfolio, value $1,989,758.

    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 6,132 shares
    Change vs previous 13F -278 shares

    0.18% of the 13F portfolio, value $1,921,888.

    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 6,410 shares
    Change vs previous 13F -378 shares

    0.21% of the 13F portfolio, value $2,234,385.

    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 6,788 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,197,756.

    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).