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Disclosery

WBH ADVISORY INC: DIA position timeline

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

WBH ADVISORY INC held 2,488 DIA 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 2,488 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $1,299,579.

    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 2,546 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $1,185,167.

    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 2,563 shares
    Change vs previous 13F +202 shares

    0.09% of the 13F portfolio, value $1,231,738.

    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 2,361 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $1,094,763.

    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 2,359 shares
    Change vs previous 13F -1,098 shares

    0.09% of the 13F portfolio, value $1,039,385.

    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 3,457 shares
    Change vs previous 13F +153 shares

    0.14% of the 13F portfolio, value $1,451,536.

    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 3,304 shares
    Change vs previous 13F +42 shares

    0.13% of the 13F portfolio, value $1,406,041.

    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 3,262 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,380,282.

    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).