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WBH ADVISORY INC: EFA position timeline

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

WBH ADVISORY INC held 27,861 EFA 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 27,861 shares
    Change vs previous 13F -138 shares

    0.19% of the 13F portfolio, value $2,894,137.

    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 27,999 shares
    Change vs previous 13F -517 shares

    0.21% of the 13F portfolio, value $2,760,961.

    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 28,516 shares
    Change vs previous 13F -71 shares

    0.2% of the 13F portfolio, value $2,738,372.

    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 28,587 shares
    Change vs previous 13F -102 shares

    0.2% of the 13F portfolio, value $2,669,149.

    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 28,689 shares
    Change vs previous 13F +336 shares

    0.22% of the 13F portfolio, value $2,564,491.

    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 28,353 shares
    Change vs previous 13F -780 shares

    0.22% of the 13F portfolio, value $2,317,271.

    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 29,133 shares
    Change vs previous 13F -1,252 shares

    0.2% of the 13F portfolio, value $2,202,728.

    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 30,385 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,541,065.

    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).