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Disclosery

WBH ADVISORY INC: FELV position timeline

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

WBH ADVISORY INC held 17,202 FELV 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 17,202 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $689,618.

    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 17,141 shares
    Change vs previous 13F -1,588 shares

    0.05% of the 13F portfolio, value $601,485.

    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 18,729 shares
    Change vs previous 13F +77 shares

    0.05% of the 13F portfolio, value $649,154.

    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 18,652 shares
    Change vs previous 13F +81 shares

    0.05% of the 13F portfolio, value $625,407.

    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 18,571 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $589,997.

    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 18,483 shares
    Change vs previous 13F -3,314 shares

    0.05% of the 13F portfolio, value $568,177.

    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 21,797 shares
    Change vs previous 13F -20,975 shares

    0.06% of the 13F portfolio, value $664,152.

    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 42,772 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,324,209.

    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).