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Disclosery

WBH ADVISORY INC: EXC position timeline

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

WBH ADVISORY INC held 5,493 EXC 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 5,493 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $256,084.

    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 5,668 shares
    Change vs previous 13F -1,162 shares

    0.02% of the 13F portfolio, value $277,052.

    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 6,830 shares
    Change vs previous 13F -245 shares

    0.02% of the 13F portfolio, value $297,720.

    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 7,075 shares
    Change vs previous 13F -700 shares

    0.02% of the 13F portfolio, value $318,446.

    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 7,775 shares
    Change vs previous 13F -2,495 shares

    0.03% of the 13F portfolio, value $337,591.

    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 10,270 shares
    Change vs previous 13F +86 shares

    0.04% of the 13F portfolio, value $473,242.

    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 10,184 shares
    Change vs previous 13F +1,544 shares

    0.04% of the 13F portfolio, value $383,326.

    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 8,640 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $350,352.

    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).