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Disclosery

WBH ADVISORY INC: FBND position timeline

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

WBH ADVISORY INC held 729,218 FBND 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 729,218 shares
    Change vs previous 13F -4,586 shares

    2.23% of the 13F portfolio, value $33,172,133.

    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 733,804 shares
    Change vs previous 13F +21,407 shares

    2.51% of the 13F portfolio, value $33,468,790.

    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 712,397 shares
    Change vs previous 13F +98,605 shares

    2.43% of the 13F portfolio, value $32,798,735.

    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 613,792 shares
    Change vs previous 13F +37,595 shares

    2.17% of the 13F portfolio, value $28,381,737.

    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 576,197 shares
    Change vs previous 13F -27,163 shares

    2.25% of the 13F portfolio, value $26,361,007.

    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 603,360 shares
    Change vs previous 13F +68,198 shares

    2.57% of the 13F portfolio, value $27,543,380.

    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 535,162 shares
    Change vs previous 13F +48,408 shares

    2.23% of the 13F portfolio, value $24,012,698.

    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 486,754 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $22,750,871.

    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).